RIA Intel›Advisers›New Jersey›PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC

PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC

Advisory

N·RED BANK, NJ

Data as of Mar 21, 2026 · Source: SEC Form ADV

Total AUM
$2.3B
1-Year AUM Growth
+24.3%
3-Year CAGR
+18.8%
Employees
11
Assets Under Management
Total AUM$2.3B
Discretionary AUM$2.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients736
Team
Total Employees11
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record40
First FilingAug 3, 2011
Latest FilingMar 21, 2026
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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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