PINNACLE WEALTH Overview

Pinnacle Wealth Management Advisory Group Llc is an investment advisor that manages 248 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 132MM in positions, representing 53% of the manager's regulatory AUM.

PINNACLE WEALTH StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PINNACLE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VYM 5.18% ETF 2.76% 0.07% 0 2%
VEA 4.92% ETF -3.85% -0.27% 0 8%
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FEATURED IN
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PINNACLE WEALTH Founders and Key Employees

Name Title In Position Since
James F. Ferrare Managing Member June-2011
Carmine Davino Chief Compliance Officer June-2011

PINNACLE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

PINNACLE WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. PWM Advisory Group may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)





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PWM Advisory Group may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities...
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PINNACLE WEALTH Portfolio Concentration

PINNACLE WEALTH Location

47 RECKLESS PLACE
RED BANK, New Jersey
UNITED STATES, 07701

PINNACLE WEALTH Contact Information

Phone Number: 732-450-0147
Fax Number: DECEMBER
Website:

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