PINNACLE ADVISORS LLC

5845 Widewaters Pkwy
Ste 300
East Syracuse, New York 13057
Tel: 315.251.1101

About PINNACLE ADVISORS LLC

PINNACLE ADVISORS LLC, formally registered with the SEC as PINNACLE ADVISORS LLC. The firm was established in 12/19/1996. They have over 1 offices throughout the country.

PINNACLE ADVISORS LLC is a East Syracuse, New York based Financial Planning firm with nearly $460,642 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107275
SEC#	801-53493
Assets Managed by Firm	$460,642
No. of Clients	1
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$460,642

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