Source: MarketScreener

Pinnacle: Gladstone Associates Advises Pinnacle Advisory Group Inc on Its Sale to Congress Wealth Management LLC

(marketscreener.com) Pinnacle Advisory Group, a leading Wealth Management Firm in Columbia, MD with an office in Miami has sold to Congress Wealth Management, a Boston-based RIA. Pinnacle manages approximately $2.4 Billion in assets for 1250 families, and the combined business now has $5.8 Billion in assets, 83 employees and 7 offices nationwide. This press release...https://www.marketscreener.com/news/latest/Gladstone-Associates-Advises-Pinnacle-Advisory-Group-Inc-on-Its-Sale-to-Congress-Wealth-Management-L--33156459/?utm_medium=RSS&utm_content=20210504

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Est. Annual Revenue
$5.0-25M
Est. Employees
25-100
John R. Hill's photo - CEO of Pinnacle Advisory Group Inc

CEO

John R. Hill

CEO Approval Rating

80/100

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