Pinnacle Advisors
Financial Services • 
Mansfield, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 6 West Third Street, Suite 100, Mansfield, OH 44902, US |
| Phone number | +14195265226 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Wealth Managment Services, Quarterback Services |
| Founded | 1997 |
| Employees | 21-50 |
| Socials |
Key Contact at Pinnacle Advisors
Richard Kammer
Wealth Manager & Director Of Retirement Plan Services
Pinnacle Advisors Email Formats
Pinnacle Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pinnacleadvisors.com), used 70.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pinnacleadvisors.com | 70.4% |
{first name}{last name} | johndoe@pinnacleadvisors.com | 29.6% |
About Pinnacle Advisors
All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com 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.
Pinnacle Advisors revenue & valuation
| Annual revenue | $23,100,000 |
| Revenue per employee | $607,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $73,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Pinnacle Advisors has 23 employees across 5 departments.
Departments
Number of employees
Funding Data
Pinnacle Advisors has never raised funding before.
Pinnacle Advisors Tech Stack
Discover the technologies and tools that power Pinnacle Advisors's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
CDN
JavaScript libraries
JavaScript frameworks
Security
Video players
Ecommerce
JavaScript libraries
JavaScript libraries
Spain
Singapore
Frequently asked questions
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