RIA Intel›Advisers›Maryland›PINNACLE ADVISORY GROUP, INC.

PINNACLE ADVISORY GROUP, INC.

Advisory

N·COLUMBIA, MD

Data as of Mar 9, 2021 · Source: SEC Form ADV

Total AUM
$2.3B
1-Year AUM Growth
+8.5%
3-Year CAGR
+4.3%
Employees
23
Assets Under Management
Total AUM$2.3B
Discretionary AUM$2.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees23
Investment Advisers45
Employee Growth (1Y)—
Filing History
Total Filings on Record56
First FilingMar 26, 2001
Latest FilingMar 9, 2021
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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