Kenyon
Lederer

Pinnacle Wealth Management, LLC

CRD#2275241
Investment Advisor
in Roseville, CA

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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

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2999 Douglas Blvd Suite 180
Roseville, CA 95661

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Pinnacle Wealth Management, LLC Brokerage Details

Total Assets Under Management

$159,061,764

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

708

CA Average: 3,727
Average Account Size

$224,664

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kenyon Lederer Work History

2021 - Present (3 years)

Pinnacle Wealth Managment, LLC

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

1998 - Present (26 years)

Pinnacle Asset Management, Inc

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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

Jack Zboralske
Roseville, CA
Kenyon Lederer
Roseville, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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