Partner and Chief Compliance Officer · Pinnacle Asset Management Group, Corporation (inc.)
Diana M. Decharles
CRD 1445529 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinnacle Asset Management Group, Corporation (inc.), an SEC-registered wealth manager based in Shreveport, LA with $156 million in regulatory assets, lists Diana M. Decharles on its Form ADV as Partner and Chief Compliance Officer, a control person.
Firms and roles
- Pinnacle Asset Management Group, Corporation (inc.)Partner and Chief Compliance OfficerWealth manager · Shreveport, LA · $156M in regulatory assets
AtlasMembers
Diana’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christina M. DeCharlesPartner, Pinnacle Asset Management Group, Corporation (inc.)
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Diana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.