Pinnacle Wealth Planning Services Revenue and Competitors

Mansfield, OH USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Pinnacle Wealth Planning Services's estimated annual revenue is currently $5.4M per year.(i)
  • Pinnacle Wealth Planning Services's estimated revenue per employee is $168,000

Employee Data

  • Pinnacle Wealth Planning Services has 32 Employees.(i)
  • Pinnacle Wealth Planning Services grew their employee count by 3% last year.

Pinnacle Wealth Planning Services's People

NameTitleEmail/Phone
1
President/CEOReveal Email/Phone
2
Chief Investment OfficerReveal Email/Phone
3
VP Investment DeptReveal Email/Phone
4
VP Wealth ManagementReveal Email/Phone
5
Associate VP - Wealth ManagementReveal Email/Phone
6
Director Business OperationsReveal Email/Phone
7
Wealth ManagerReveal Email/Phone
8
Senior Wealth ManagerReveal Email/Phone
9
Associate Wealth ManagerReveal Email/Phone
10
Wealth ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.9M3513%N/AN/A
#2
$5.2M317%N/AN/A
#3
$6.9M418%N/AN/A
#4
$10.6M560%N/AN/A
#5
$2.4M230%$24MN/A
#6
$98.7M37646%N/AN/A
#7
$21M1002%N/AN/A
#8
$5.4M323%N/AN/A
#9
$11.5M61-8%N/AN/A
#10
$12.5M668%N/AN/A
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What Is Pinnacle Wealth Planning Services?

Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

keywords:N/A

N/A

Total Funding

32

Number of Employees

$5.4M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.4M327%N/A
#2
$7.1M3314%N/A
#3
$8.6M333%N/A
#4
$8.9M343%N/A
#5
$9.6M346%N/A