President and Chief Compliance Officer · Pinnacle Wealth Management, Inc.
Andrew S. Perri
CRD 2801727 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinnacle Wealth Management, Inc., an SEC-registered wealth manager based in Brighton, MI with $118 million in regulatory assets, lists Andrew S. Perri on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Pinnacle Wealth Management, Inc.President and Chief Compliance OfficerWealth manager · Brighton, MI · $118M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.