Pinnacle Wealth Planning Services Revenue and Competitors
Estimated Revenue & Valuation
- Pinnacle Wealth Planning Services's estimated annual revenue is currently $5.4M per year.
- Pinnacle Wealth Planning Services's estimated revenue per employee is $168,000
Employee Data
- Pinnacle Wealth Planning Services has 32 Employees.
- Pinnacle Wealth Planning Services grew their employee count by 3% last year.
Pinnacle Wealth Planning Services's People
| Name | Title | Email/Phone |
|---|---|---|
1 | President/CEO | Reveal Email/Phone |
2 | Chief Investment Officer | Reveal Email/Phone |
3 | VP Investment Dept | Reveal Email/Phone |
4 | VP Wealth Management | Reveal Email/Phone |
5 | Associate VP - Wealth Management | Reveal Email/Phone |
6 | Director Business Operations | Reveal Email/Phone |
7 | Wealth Manager | Reveal Email/Phone |
8 | Senior Wealth Manager | Reveal Email/Phone |
9 | Associate Wealth Manager | Reveal Email/Phone |
10 | Wealth Manager | Reveal Email/Phone |
Pinnacle Wealth Planning Services Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $5.9M | 35 | 13% | N/A | N/A |
#2 | $5.2M | 31 | 7% | N/A | N/A |
#3 | $6.9M | 41 | 8% | N/A | N/A |
#4 | $10.6M | 56 | 0% | N/A | N/A |
#5 | $2.4M | 23 | 0% | $24M | N/A |
#6 | $98.7M | 376 | 46% | N/A | N/A |
#7 | $21M | 100 | 2% | N/A | N/A |
#8 | $5.4M | 32 | 3% | N/A | N/A |
#9 | $11.5M | 61 | -8% | N/A | N/A |
#10 | $12.5M | 66 | 8% | N/A | N/A |
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.
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Total Funding
32
Number of Employees
$5.4M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Mansfield
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $7.4M | 32 | 7% | N/A |
#2 | $7.1M | 33 | 14% | N/A |
#3 | $8.6M | 33 | 3% | N/A |
#4 | $8.9M | 34 | 3% | N/A |
#5 | $9.6M | 34 | 6% | N/A |