Pinnacle Advisory Group


Trust Score 98%
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Last updated: August 21st, 2019. Data source: SEC filings.

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Pinnacle Advisory Group, federally registered in 1993, is a Registered Investment Advisor (RIA) in 23 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.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $1,588,887
Hybrid Advisor No
Disciplinary History No
Total AUM $2.0 billion
Advisor / Client Ratio 1:62
Headquarters Columbia, MD
SEC Filings Forms and Brochures    (CRD # 107757)
State(s) Registered AZ, CA, CO, CT, DE, DC, FL, GA, LA, MD, MA, MI, MO, NH, NJ, NY, NC, PA, SC, TN, TX, UT, VA, WA


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