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Network origin in Ray Birch first degree
Entity | Entity type | Industry | |
---|---|---|---|
Pinnacle Wealth Advisors, Inc.
![]() Pinnacle Wealth Advisors, Inc. Investment ManagersFinance Pinnacle Wealth Advisors, Inc. (PWA) is a SEC-registered investment advisor headquartered in Clackamas, Oregon. The firm was founded in 2002 by Raymond Birch and Steven Jossi as Birch & Jossi Financial Advisors. Their name was changed to Pinnacle Wealth Advisors in 2012. They are owned by Pinnacle Financial Partners, Inc. (NASDAQ: PNFP). PWA provides advisory services to individuals, high net-worth individuals, pensions, 401(k) and profit-sharing plans, trusts, estates, partnerships, corporations, and other business entities.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ray Birch via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Portland | College/University | Undergraduate Degree | |
Washington State University | College/University | Undergraduate Degree |
Statistics
International
United States | 3 |
Sectoral
Consumer Services | 3 |
Operational
Undergraduate Degree | 2 |
Founder | 1 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
President | 1 |
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