SEC Form ADV · CIK 1726752

PINNACLE ADVISORS

Registered Investment AdviserOH
$2.1B
Assets Under Management
40
Total Clients
35
Employees
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Registration Details

CIK
1726752
Accession
crd-106817
Location
MANSFIELD, OH
Filing Date
June 11, 2026
AUM
$2.1B
Total Clients
40
Institutional Clients
17
Employees
35
Amendment
No

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

About this Adviser

PINNACLE ADVISORS is a registered investment adviser headquartered in MANSFIELD, OH, managing approximately $2.1B in assets across 40 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.