PINNACLE WEALTH MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	933	$131.5M
Non-Discretionary	0	$0
Total	933	$131.5M

Clients

Type	Number	RAUM
Individuals	268	$54.2M
HNW Individuals	81	$76.5M
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	<5	$800,250
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshopsADVISORY CONSULTING
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	132.3M
Portfolio Manager	0
Both for Same	121.8M

Portfolio Manager to Program	Sponsor
PINNACLE WEALTH MANAGEMENT PARTNERS, INC. WRAP FEE PROGRAM	PINNACLE WEALTH MANAGEMENT PARTNERS, INC.

Identifiers

SEC RIA File Number	801-125967
SEC ERA File Number	801-125967
SEC CIK Numbers	None
SEC CRD Numbers	166853
Legal Entity Identifier	None

Principal Office

7600 GRAND RIVER
SUITE 220
BRIGHTON
MI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic