Pinnacle Advisory Group Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with an additional office in Miami, Florida. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.

Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000.

We are strictly fee based and receive no commissions.

Find Pinnacle Advisory Group employees' phone numbers or email addresses

Pinnacle Advisory Group Global Highlights

North America
70

United States Of America
70

Asia
2

Philippines
1
India
1

Africa
1

South Africa
1

Pinnacle Advisory Group's Leadership

D. H.
Chief Human Resources Officer
Mobile Phone
Email
K. S.
Founding Partner
Mobile Phone
Email
A. T.
Owner
Mobile Phone
Email
A. T.
Owner
Mobile Phone
Email
B. C.
President
Mobile Phone
Email
J. M.
Partner, Wealth Manager, Financial Planner, Investment Advisor
Mobile Phone
Email
P. S.
Owner
Mobile Phone
Email
S. G.
Owner
Mobile Phone
Email

Pinnacle Advisory Group Employee Metrics

100%

50%

0%

2025

2024

Marketing
Finance
Operations
Information Technology
Business
Other
Legal
Human Resources
Accounting

Contact profiles from Pinnacle Advisory Group

Name

Title

Contact Info

Location

Last Update

K. T.
Director
Mobile Phone
Email
Oct 16, 2024
K. T.
Director Of Client Relations
Mobile Phone
Email
Oct 21, 2024
N. F.
Director Public Relations
Mobile Phone
Email
Oct 17, 2024
N. W.
Marketing Director
Mobile Phone
Email
Oct 16, 2024
R. R.
Director / Pinnacle International
Mobile Phone
Email
Oct 16, 2024
S. B.
Managing Director
Mobile Phone
Email
India
Aug 01, 2024
M. G.
Wealth Manager
Mobile Phone
Email
Jul 18, 2025
K. K. S.
Human Resources Manager
Mobile Phone
Email
United StatesMaryland
Oct 20, 2025
C. M. G.
Wealth Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. K.
Human Resources Manager
Mobile Phone
Email
UNITED STATES
Jul 08, 2025

Frequently Asked Questions

What is Pinnacle Advisory Group known for?

Pinnacle Advisory Group was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 6345 Woodside Court Suite 100 Columbia, Maryland 21046 US; you can contact the main corporate office by phone at

+1-410-995-****

. Explore Pinnacle Advisory Group's company overview page for more information.

What is Pinnacle Advisory Group's most common email format?

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

How many employees does Pinnacle Advisory Group have currently?

Pinnacle Advisory Group has approximately 61 employees as of September 2025. These team members are located across 3 continents, including North AmericaAsiaAfrica.

Who are Pinnacle Advisory Group's key employees and leadership?

As of September 2025, Pinnacle Advisory Group's key employees include:

Chief Human Resources Officer: D. H.
Founding Partner: K. S.
Owner: A. T.
Owner: A. T.
President: B. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking