PINNACLE CAPITAL MANAGEMENT, LLC

5845 Widewaters Parkway
Suite 300
East Syracuse, New York 13057
Tel: 315-234-9716

About PINNACLE CAPITAL MANAGEMENT, LLC

PINNACLE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PINNACLE CAPITAL MANAGEMENT, LLC. The firm was established in 09/14/2006. They have over 1 offices throughout the country.

PINNACLE CAPITAL MANAGEMENT, LLC is a East Syracuse, New York based Financial Planning firm with nearly $253,625,577 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141661
SEC#	801-67143
Assets Managed by Firm	$253,625,577
No. of Clients	490
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops
Other (403B RETIREMENT PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	490	$253,625,577
Individuals (other than high net worth individuals)	435	$123,499,192
High net worth individuals	25	$37,004,807
Pension and profit sharing plans	Fewer than 5 clients	$2,548,662
Charitable organizations	7	$3,108,527
Corporations or other businesses	Fewer than 5 clients	$1,097,047

More Retirement Planning firms in East Syracuse, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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