← Tributary

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

SHREVEPORT, LA · CRD 109965 · IAPD ↗ · planwithpamg.com · 318-221-7526

$156.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2025 — PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.