PINNACLE WEALTH MANAGEMENT, INC.
PINNACLE WEALTH MANAGEMENT, INC. of DENVER, CO is an SEC-registered investment adviser (CRD 112969). Regulatory assets under management: $162.5M.
Registration
- CRD: 112969
- SEC file number: 801-110861
- Type: Registered investment adviser
- Location: 2696 SOUTH COLORADO BLVD, SUITE 430, DENVER, CO, 80222
- Phone: 303-806-0988
- Latest filing: 2022-12-06
- Regulatory AUM: $162.5M
- Discretionary AUM: $161.1M
- Non-discretionary AUM: $1.3M
- Clients: 6
- Accounts: 776
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| STEFANIAK THOMAS CHARLES | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
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