THE PINNACLE FINANCIAL GROUP

9 South Long Beach Road
Rockville Centre, New York 11570
Tel: 516-763-9700

About THE PINNACLE FINANCIAL GROUP

THE PINNACLE FINANCIAL GROUP, formally registered with the SEC as THE PINNACLE FINANCIAL GROUP. The firm was established in 11/09/2012. They have over 10 offices throughout the country.

THE PINNACLE FINANCIAL GROUP is a Rockville Centre, New York based Financial Planning firm with nearly $1,203,901,225 assets under management, offering retirement planning & investment advisory services to 5266 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164395
SEC#	801-77304
Assets Managed by Firm	$1,203,901,225
No. of Clients	5266
No. of Advisors	44

Fee Structure

A percentage of AUM
Fixed fees
Other (FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5266	$1,203,901,225
Individuals (other than high net worth individuals)	2026	$293,611,492
High net worth individuals	1127	$702,423,380
Pension and profit sharing plans	148	$169,587,195
Charitable organizations	11	$5,776,176
Corporations or other businesses	53	$32,502,982

More Retirement Planning firms in Rockville Centre, 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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