PINNACLE WEALTH MANAGEMENT GROUP, INC.
Adviser information for PINNACLE WEALTH MANAGEMENT GROUP, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 528 | $164.0M |
Non-Discretionary | 0 | $0 |
Total | 528 | $164.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 126 | $49.3M |
HNW Individuals | 60 | $114.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 1 | $519,223 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 155.2M |
Portfolio Manager to Program | Sponsor |
---|---|
PWMG PLATINUM PROGRAM | PINNACLE WEALTH MANAGEMENT GROUP, INC. |
PWMG INVESTMENT MANAGEMENT PROGRAM | PINNACLE WEALTH MANAGEMENT GROUP, INC. |
Principal Office
849 PENNIMAN SUITE 201PLYMOUTH
MI
United States
Monday - Friday, 8:30 AM TO 5 PM
Tel: 734-667-5581, Fax: 734-667-5607
Chief Compliance Officer
DANIEL A. CESTA
PRESIDENT
849 PENNIMAN SUITE 201
PLYMOUTH
MI
United States
Tel:
734-667-5581
Fax:
734-667-5607
D***********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CESTA, DANIEL, ANTHONY | Individual | – | SHAREHOLDER/CCO | 11/2015 | > 75% |
MILLINGTON, EDDISON, CHARLES | Individual | – | OWNER | 01/2018 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 460K | 4K | – |
ABBVIE INC | COM | 1M | 7K | – |
ADVANCED MICRO DEVICES INC | COM | 217K | 1K | – |
AGNICO EAGLE MINES LTD | COM | 2M | 24K | – |
ALAMOS GOLD INC NEW | COM CL A | 1M | 71K | – |
ALPHABET INC | CAP STK CL A | 880K | 5K | – |
ALPHABET INC | CAP STK CL C | 681K | 4K | – |
AMAZON COM INC | COM | 1M | 6K | – |
AMEREN CORP | COM | 281K | 4K | – |
AMERICAN TOWER CORP NEW | COM | 467K | 2K | – |
APPLE INC | COM | 3M | 14K | – |
AUTOMATIC DATA PROCESSING IN | COM | 566K | 2K | – |
BANK AMERICA CORP | COM | 427K | 11K | – |
BARRICK GOLD CORP | COM | 195K | 12K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 349K | 859 | – |
BROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 442K | 13K | – |
BROOKFIELD RENEWABLE CORP | CL A SUB VTG | 304K | 11K | – |
CHESAPEAKE ENERGY CORP | COM | 218K | 3K | – |
CHEVRON CORP NEW | COM | 453K | 3K | – |
CMS ENERGY CORP | COM | 281K | 5K | – |
CROWN CASTLE INC | COM | 346K | 4K | – |
DTE ENERGY CO | COM | 340K | 3K | – |
DUKE ENERGY CORP NEW | COM NEW | 376K | 4K | – |
ECOLAB INC | COM | 479K | 2K | – |
EVGO INC | CL A COM | 59K | 24K | – |
EXXON MOBIL CORP | COM | 488K | 4K | – |
FORD MTR CO DEL | COM | 184K | 15K | – |
GLOBAL X FDS | CYBRSCURTY ETF | 2M | 78K | – |
GLOBAL X FDS | US INFR DEV ETF | 2M | 65K | – |
HECLA MNG CO | COM | 137K | 28K | – |
HOME DEPOT INC | COM | 310K | 901 | – |
I-80 GOLD CORP | COM | 50K | 46K | – |
INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 5M | 164K | – |
INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 620K | 23K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 2M | 56K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 443K | 11K | – |
INNOVATOR ETFS TRUST | US EQUT BUFR AUG | 343K | 8K | – |
INNOVATOR ETFS TRUST | US EQTY BUF SEP | 499K | 12K | – |
INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 534K | 12K | – |
INNOVATOR ETFS TRUST | US EQTY BUFR MAR | 380K | 9K | – |
INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 398K | 10K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1M | 39K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 4M | 114K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 392K | 11K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 669K | 19K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 691K | 17K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1M | 34K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BF | 555K | 15K | – |
INNOVATOR ETFS TRUST | US EQT PWR BUF | 5M | 131K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1M | 35K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 234K | 6K | – |
INNOVATOR ETFS TRUST | NASDAQ 100 MANA | 5M | 195K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 5M | 28K | – |
ISHARES TR | 0-3 MNTH TREASRY | 9M | 91K | – |
ISHARES TR | 0-5 YR TIPS ETF | 8M | 85K | – |
ISHARES TR | CORE MSCI TOTAL | 4M | 65K | – |
ISHARES TR | CORE S&P MCP ETF | 332K | 6K | – |
ISHARES TR | CORE S&P SCP ETF | 3M | 32K | – |
ISHARES TR | CORE S&P TTL STK | 399K | 3K | – |
ISHARES TR | RUS 1000 VAL ETF | 5M | 27K | – |
ISHARES TR | SHORT TREAS BD | 296K | 3K | – |
ISHARES TR | 1 3 YR TREAS BD | 585K | 7K | – |
ISHARES TR | CORE US AGGBD ET | 7M | 75K | – |
ISHARES TR | MBS ETF | 7M | 73K | – |
ISHARES TR | RUSSELL 2000 ETF | 4M | 18K | – |
ISHARES TR | MSCI USA QLT FCT | 333K | 2K | – |
JOHNSON & JOHNSON | COM | 659K | 5K | – |
JPMORGAN CHASE & CO. | COM | 2M | 11K | – |
KT CORP | SPONSORED ADR | 258K | 19K | – |
VANECK ETF TRUST | GOLD MINERS ETF | 3M | 85K | – |
MERCK & CO INC | COM | 270K | 2K | – |
MICROSOFT CORP | COM | 6M | 14K | – |
MONDELEZ INTL INC | CL A | 321K | 5K | – |
MORGAN STANLEY | COM NEW | 3M | 33K | – |
MOTOROLA SOLUTIONS INC | COM NEW | 240K | 621 | – |
NEW GOLD INC CDA | COM | 732K | 376K | – |
NEWMONT CORP | COM | 235K | 6K | – |
NEXTERA ENERGY INC | COM | 279K | 4K | – |
NOKIA CORP | SPONSORED ADR | 106K | 28K | – |
NVIDIA CORPORATION | COM | 280K | 2K | – |
ORACLE CORP | COM | 494K | 3K | – |
PACER FDS TR | US CASH COWS 100 | 3M | 60K | – |
PAYCHEX INC | COM | 238K | 2K | – |
PEPSICO INC | COM | 2M | 10K | – |
INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 229K | 4K | – |
INVESCO QQQ TR | UNIT SER 1 | 5M | 11K | – |
PULTE GROUP INC | COM | 209K | 2K | – |
REPUBLIC SVCS INC | COM | 1M | 6K | – |
SCHWAB STRATEGIC TR | US TIPS ETF | 312K | 6K | – |
SOUTHERN CO | COM | 421K | 5K | – |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 454K | 1K | – |
SPDR SER TR | PORTFOLIO SH TSR | 315K | 11K | – |
SPDR SER TR | PORTFOLI S&P1500 | 434K | 7K | – |
T-MOBILE US INC | COM | 678K | 4K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 495K | 3K | – |
BOEING CO | COM | 826K | 5K | – |
PROCTER AND GAMBLE CO | COM | 850K | 5K | – |
UNITED PARCEL SERVICE INC | CL B | 2M | 11K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 253K | 506 | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 594K | 2K | – |
VERIZON COMMUNICATIONS INC | COM | 1M | 34K | – |
VISA INC | COM CL A | 1M | 4K | – |
VODAFONE GROUP PLC NEW | SPONSORED ADR | 132K | 15K | – |
WELLS FARGO CO NEW | COM | 211K | 4K | – |
WELLTOWER INC | COM | 346K | 3K | – |