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PINNACLE INVESTMENTS, LLC
CRD 142910 · SEC 801-67860
5845 WIDEWATERS PKWY, STE 300, EAST SYRACUSE, NY, 13057, United States
Phone
315-251-1101
Fax
315-251-1110
Registration
— (—)
Source
State registered
Total AUM
$1.29B
Discretionary AUM
$1.28B
Team
60 total employees; 55 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; EDUCATIONAL WORKSHOPS
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3133 | $1.16B |
| High net worth individuals | 8 | $112.7M |
| Corporations/business entities | 2 | $17.6M |
All web addresses on file
Official SEC filing: View on IAPD