Pinnacle Advisory Group

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted 86%
Minimum Investment $500,000
Average Client Balance $1,588,887
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, NH, NJ, NY, NC, PA, SC, TN, TX, VT, VA, WA

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