What departments does Pinnacle Asset Management have?

Pinnacle Asset Management has employees across 5 departments including Research, Consultant, Finance, Sales, Engineering.

What is the largest department at Pinnacle Asset Management?

The largest department at Pinnacle Asset Management is Research with 1 employees.

Where are Pinnacle Asset Management employees located globally?

Pinnacle Asset Management has employees across 3 continents and 4 countries including Jordan, United States Of America, Canada, Australia.

How has Pinnacle Asset Management's team size changed over time?

Pinnacle Asset Management's team has grown from approximately 7 to 34 employees based on available data.

Pinnacle Asset Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Pinnacle Asset Management, Inc. operates in the financial services sector as a registered investment adviser, offering guidance across clients’ financial lives. Founded in 1998, the firm emphasizes a hands-on, client-focused approach and seeks to help clients achieve financial stability and independence. Its team comprises experienced professionals who aim to keep clients focused on their goals and support a disciplined path to reaching them. Based in Roseville, California, Pinnacle Asset Management provides advisory services that are offered only to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure. In early 2023, the firm announced a partnership with Fountain Financial Group to join the Raymond James Financial Services platform.

Pinnacle Asset Management Global Highlights

North America
50

United States Of America
48
Canada
2

Asia
1

Jordan
1

Oceania
1

Australia
1

Pinnacle Asset Management's Leadership

M. A.
Ceo
Mobile Phone
Email
S. B.
Ceo
Mobile Phone
Email
P. D.
Ceo
Mobile Phone
Email
J. H.
Vp Of Asset Management
Mobile Phone
Email
B. L.
President
Mobile Phone
Email
B. K.
Founding Partner And Managing Director
Mobile Phone
Email
D. B.
Owner
Mobile Phone
Email
S. K.
Managing Partner
Mobile Phone
Email

Pinnacle Asset Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Finance
Consultant

Contact profiles from Pinnacle Asset Management

Name

Title

Contact Info

Location

Last Update

A. T.
Associate
Mobile Phone
Email
United StatesNew Jersey
Apr 14, 2026
J. A.
Registered Sales Assistant
Mobile Phone
Email
United StatesNorth Carolina
Mar 25, 2026
F. N.
Officer
Mobile Phone
Email
Oct 21, 2024
N. S.
Engineer
Mobile Phone
Email
UNITED STATES
Jun 22, 2025
K. M.
Client Service Director, Lalance Mckellar Wealth Management | Registered Csa, Rjfs
Mobile Phone
Email
United StatesTennessee
Jun 25, 2026
T. T.
Investment Management Consultant, Rjfs | Senior Vice President Of Investments
Mobile Phone
Email
United StatesTennessee
Jun 25, 2026
E. P.
Associate Director - Research And Due Diligence
Mobile Phone
Email
United StatesNew York
Mar 04, 2024

Frequently Asked Questions

What is Pinnacle Asset Management known for?

Pinnacle Asset Management was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2271 Lava Ridge Court Suite 200 Roseville, California 95661 United States; you can contact the main corporate office by phone at

+1-916-772-****

. Explore Pinnacle Asset Management's company overview page for more information.

What is Pinnacle Asset Management's most common email format?

Pinnacle Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pinnacle Asset Management email formats with LeadIQ.

How many employees does Pinnacle Asset Management have currently?

Pinnacle Asset Management has approximately 27 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Pinnacle Asset Management's key employees and leadership?

As of February 2026, Pinnacle Asset Management's key employees include:

Ceo: M. A.
Ceo: S. B.
Ceo: P. D.
Vp Of Asset Management: J. H.
President: B. L.

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Pinnacle Asset Management Employee Directory

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