Pinnacle Asset Management Group, Corporation (inc.)
Pinnacle Asset Management Group, Corporation (inc.) is an SEC-registered mass-market adviser in Shreveport, LA with $156.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Pinnacle Asset Management Group, Corporation (inc.): ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109965, SEC 801-113976, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $156.4M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Shreveport, LA
- Employees
- 2
- Clients
- 240
- CRD
- 109965
- Ownership
- DECHARLES, DIANA, MARIE; DECHARLES, CHRISTINA, M; DeCharles, Christina, Marie; CORD, PATRICK, ALAN
How much AUM does Pinnacle Asset Management Group, Corporation (inc.) have?
Pinnacle Asset Management Group, Corporation (inc.) reported $156.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Pinnacle Asset Management Group, Corporation (inc.)?
Disclosed owners and executives of Pinnacle Asset Management Group, Corporation (inc.) include DECHARLES, DIANA, MARIE, DECHARLES, CHRISTINA, M, DeCharles, Christina, Marie, CORD, PATRICK, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.