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Last updated: January 16th, 2020. Data source: SEC filings.
Pinnacle Advisory Group, federally registered in 1993, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 20 advisors. Pinnacle Advisory Group manages $2.0 billion and provides investment advisory services for 1,230 clients (1:62 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||86%|
|Average Client Balance||$1,588,887|
|Total AUM||$2.0 billion|
|Advisor / Client Ratio||1:62|
|SEC Filings||Forms and Brochures (CRD # 107757)|
|State(s) Registered||AZ, CA, CO, CT, DE, DC, FL, GA, LA, MD, MA, NH, NJ, NY, NC, PA, SC, TN, TX, VT, VA, WA|