Pinnacle Advisors, based in Mansfield, Ohio, is ranked No. 49 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.9 billion
Accounts Under Management: 3,513
Years in Business: 28
- Physical offices in Florida and Ohio
- Minimum asset threshold varies by services provided
Leadership and Contact Information:
William Heichel, founder, chairman of the board and senior wealth manager
Keith Heichel, president, chief executive officer and senior wealth manager
Jennifer Heichel-Henderson, chief operating officer and chief compliance officer
pinnacleadvisors.com
6 West Third St., Suite 100, Mansfield, OH 44902
(419) 526-5226
