Kenyon
Lederer
Pinnacle Wealth Management, LLC
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About this Advisor
Kenyon Lederer is a financial advisor based in Roseville, California, working with Pinnacle Wealth Management, LLC. Kenyon has previously held positions at Purshe Kaplan Sterling Investments, Pinnacle Asset Management, Inc, and Pinnacle Wealth Management, LLC. Kenyon has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Kenyon is part of Pinnacle Wealth Management, LLC, which operates out of Roseville, California. The firm has 1 office and 4 employees. The firm manages assets totaling $159.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Pinnacle Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Management, LLC Brokerage Details
$159,061,764
4
708
$224,664
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kenyon Lederer Work History
Pinnacle Wealth Managment, LLC
Purshe Kaplan Sterling Investments
Pinnacle Asset Management, Inc
Disclosures
Please visit the SEC profile of Kenyon Lederer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Wealth Management, LLC
Roseville, CA
Roseville, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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