Pinnacle Wealth Management Advisory Group, LLC has submitted its latest 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is crucial for the company as it provides insights into its investment strategy and portfolio management.
Pinnacle Wealth Management Advisory Group, LLC is a financial services firm based in Red Bank, New Jersey. The company specializes in wealth management and advisory services. The firm is categorized under the SIC description for financial services, focusing on investment management.
The recent filing, accession number 0001631864-26-000006, was made on October 23, 2026. It reflects the company's holdings as of the end of the third quarter of 2026. The filing does not provide specific details about the investments or changes in holdings.
This update may affect clients and investors who rely on Pinnacle's insights for their financial decisions. Additionally, other firms in the wealth management sector will likely analyze this report to gauge market trends and competitive positioning.
The filing does not say what happens next, but it is part of Pinnacle's ongoing commitment to transparency and regulatory compliance in the financial services industry.
Filing Details
The filing was accepted by the SEC on October 23, 2026, at 12:36:37, indicating a timely submission by Pinnacle Wealth Management Advisory Group. The report includes two documents, with the primary document being the 13F-HR form itself, which is essential for tracking institutional investment holdings.
Pinnacle Wealth Management Advisory Group, LLC has its mailing and business address listed as 47 Reckless Place, Red Bank, NJ 07701. The firm can be contacted via phone at 732-450-0147, providing clients with a direct line for inquiries related to their investments.
Company Information
The firm is registered under the Central Index Key (CIK) number 0001631864, with its Employer Identification Number (EIN) being 900729936. Pinnacle is incorporated in New Jersey and has a fiscal year ending on December 31st.
"This filing is part of Pinnacle's ongoing commitment to transparency and regulatory compliance in the financial services industry."
While the filing provides essential information regarding the company's investment strategies, it does not disclose specific details about the individual investments or changes in holdings during the reporting period.