PINNACLE INVESTMENTS, LLC

5845 Widewaters Pkwy
Ste 300
East Syracuse, New York 13057
Tel: 315-251-1101

About PINNACLE INVESTMENTS, LLC

PINNACLE INVESTMENTS, LLC, formally registered with the SEC as PINNACLE INVESTMENTS, LLC. The firm was established in 05/18/2007. They have over 15 offices throughout the country.

PINNACLE INVESTMENTS, LLC is a East Syracuse, New York based Financial Planning firm with nearly $1,069,846,994 assets under management, offering retirement planning & investment advisory services to 2938 clients. The firm is staffed with 61 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142910
SEC#	801-67860
Assets Managed by Firm	$1,069,846,994
No. of Clients	2938
No. of Advisors	61

Fee Structure

A percentage of AUM
Hourly charges
Other (EDUCATIONAL WORKSHOPS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2938	$1,069,846,994
Individuals (other than high net worth individuals)	2011	$934,436,376
High net worth individuals	13	$115,613,242
Corporations or other businesses	2	$19,797,376

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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