Anmelden Kostenlos registrieren

Pinnacle Equity Management Inc (St Louis)


Pinnacle Equity Management Inc is an adviser based in St Louis. It manages $19.52 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Missouri, Texas, and Wisconsin.

Pinnacle Equity Management provides pension consulting services and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pinnacle Equity Management: assets under management

The assets under management (AUM) of Pinnacle Equity Management Inc is $19.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pinnacle Equity Management Inc for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St Louis

The principal office where Pinnacle Equity Management Inc performs its advisory services is located at 10805 Sunset Office Drive, St Louis, MO 63127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-238-1214 or by fax 314-772-3257. The normal business hours are 9:30 am - 4:30 pm on Monday - Friday.


Registered investment advisers similar to Pinnacle Equity Management Inc