PINNACLE WEALTH MANAGEMENT, LLC

PINNACLE WEALTH MANAGEMENT, LLC of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 315578). Regulatory assets under management: $211.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Kenyon Lloyd LedererMANAGING MEMBER, CHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER
Jack Richard ZboralskeMANAGING MEMBER
LEDERER KENYON LLOYDMANAGING MEMBER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more)
ZBORALSKE JACK RICHARDMANAGING MEMBER

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