Pinnacle Asset Management logo

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.

Find Pinnacle Asset Management employees' phone numbers or email addresses

Pinnacle Asset Management Global Highlights

Location
Employees

North America
50

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  • United States Of America
    48
  • Canada
    2

Asia
2

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  • India
    1
  • Jordan
    1

Pinnacle Asset Management's Leadership

  • Stylized image of a person
    M. A.
    Ceo
  • Stylized image of a person
    S. B.
    Ceo
  • Stylized image of a person
    D. B.
    Owner
  • Stylized image of a person
    S. K.
    Managing Partner
  • Stylized image of a person
    S. Y. T. G.
    Principal Consultant
  • Stylized image of a person
    F. N.
    Officer

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
Location
Last Update
  • Stylized image of a person
    M. A.
    Ceo
    JordanAmman
    Jul 08, 2026
  • Stylized image of a person
    S. B.
    Ceo
    CanadaOntario
    Apr 14, 2026
  • Stylized image of a person
    D. B.
    Owner
    Oct 16, 2024
  • Stylized image of a person
    S. K.
    Managing Partner
    Nov 17, 2025
  • Stylized image of a person
    S. Y. T. G.
    Principal Consultant
    Jun 24, 2026
  • Stylized image of a person
    F. N.
    Officer
    Oct 21, 2024

Frequently Asked Questions

What is Pinnacle Asset Management known for?

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Pinnacle Asset Management was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Pinnacle Asset Management's company overview page for more information.

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

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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?

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Pinnacle Asset Management has approximately 27 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

  • Ceo: M. A.
  • Ceo: S. B.
  • Owner: D. B.
  • Managing Partner: S. K.
  • Principal Consultant: S. Y. T. G.

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