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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 |
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