Adviser Profile
| As of Date | 01/18/2025 |
| Registration status | Registration Changed to PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. |
| ADV Location | KING OF PRUSSIA, PA, United States |
| Contact Info | 267 xxxxxxx |
| AUM* | 96,767,000 25% |
| of that, discretionary | 96,767,000 25% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 145,514 -36% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds