P
CRD: 109965
Pinnacle Asset Management Group, Corporation (Inc.)
(318) 221-7526
$156.4M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
2 Employees
240 ADV. Clients
14 yrs Firm Age
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- Custodian
- Pershing ยท Trust Company OF America
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-24-2012
- Office Locations
- 1
Office Locations
2020 Line Avenue Shreveport LA
About Pinnacle Asset Management Group, Corporation (Inc.)
Pinnacle Asset Management Group, Corporation (Inc.) is a Shreveport-based RIA. The firm has been operating for 14 years. Managing $156.4M in total assets under management, with 2 advisory representatives. They custody assets with Pershing and Trust Company OF America.
Team overview
67 AVG AGE
$78.2M AVG AUM / ADVISOR
$651.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
DIANA MARIE DECHARLES
Chief Compliance Officer, PARTNER
- CRD
- #1445529
- Ownership
- 50% but less than 75%
Available
Available
Available
Christina Marie DeCharles
PARTNER
- CRD
- #4626033
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,280,447 | $126,692 |
| Non-Discretionary | $154,085,169 | $585,875 |
| Total | $156,365,616 | $556,461 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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