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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2007
- Office Locations
- 1
Office Locations
About Wealth Pinnacle, Inc.
Wealth Pinnacle, Inc. is an Ohio-based registered investment adviser providing personalized wealth management and objective advice to individual investors and successful businesses. The firm targets portfolio growth, income, and wealth preservation, combining portfolio construction with financial and estate planning and insurance guidance. Portfolios primarily use mutual funds and ETFs, with custody available at Charles Schwab.
Team overview
Insights
Investment Vehicles
Services
Owner & Executives
GARY ROBERT DOWNIE
Chief Compliance Officer, President, Vice President
- CRD
- #2851636
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,107,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,107,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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