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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 |
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