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PINNACLE ADVISORS

Tel: 419-526-5226
6 West 3rd St.
Ste 100
Mansfield, Ohio  44902

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PINNACLE ADVISORS

PINNACLE ADVISORS is a Mansfield, Ohio based financial advisory firm with nearly $1,728,525,085 in assets under management and provides investment advisory services for 2850 clients. There are currently 30 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

106817

SEC#:

801-51715

No. of Clients:

2850

Assets under Management

$1,728,525,085

No. of Advisors:

30

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