PINNACLE ASSET MANAGEMENT, INC.

PINNACLE ASSET MANAGEMENT, INC. of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 169182). Regulatory assets under management: $133.1M.

Registration

• CRD: 169182
• SEC file number: 801-78656
• Type: Registered investment adviser
• Location: 2271 LAVA RIDGE COURT, SUITE 200, ROSEVILLE, CA, 95661
• Phone: 916-772-0807
• Latest filing: 2021-08-30
• Regulatory AUM: $133.1M
• Discretionary AUM: $133.1M
• Clients: 6
• Accounts: 671

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 169182 on SEC IAPD (source of record)
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