# Pinnacle Asset Management Group, Corporation (inc.)
Source: https://planprovider.pro/provider/pinnacle-asset-management-group-corporation-inc

> Pinnacle Asset Management Group, Corporation (INC.) is an SEC-registered investment adviser based in Roseville, CA, with a mission to grow and protect client…

Retirement Plan Advisor

Roseville, CA

## About Pinnacle Asset Management Group, Corporation (inc.)

Pinnacle Asset Management Group, Corporation (INC.) is an SEC-registered investment adviser based in Roseville, CA, with a mission to grow and protect clients' assets through an active style of asset management. They utilize fundamental analysis for security selection combined with technical analysis to adapt to changing financial market conditions. The firm offers fee-based asset management and tactical portfolios, providing independent and unbiased advice. Pinnacle emphasizes its core values and a client-focused approach, treating clients like family. They currently manage $131.5 million in assets and are dedicated to helping individuals achieve their financial goals through thoughtful investment strategies and comprehensive financial planning resources, including retirement, estate, and tax planning. The firm maintains a strong commitment to client service, with experienced professionals guiding clients through various financial considerations.

Website: [https://www.pinnacle-mgmt.com/](https://www.pinnacle-mgmt.com/)

## Office Locations

- Roseville, CA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $131.5M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN|BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN, CA|$2.9B|39,903|

| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 PENSION PLAN|BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PL, PA|$623M|2,508|

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