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THE PINNACLE FINANCIAL GROUP
CRD 164395 · SEC 801-77304
9 SOUTH LONG BEACH ROAD, ROCKVILLE CENTRE, NY, 11570, United States
Phone
516-763-9700
Fax
516-763-9706
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.38B
Discretionary AUM
$1.38B
Team
54 total employees; 54 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNING
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1901 | $352.4M |
| High net worth individuals | 1249 | $949.0M |
| Pension/profit sharing plans | 6 | $47.4M |
| Charitable organizations | 7 | $8.2M |
| Corporations/business entities | 45 | $26.8M |
States served
AZ, CA, CO, DE, GA, IL, IN, IA, ME, MD, MA, MI, NV, NJ, NY, NC, OR, PA, SC, TN, VA, WA, TX, CT, FL
All web addresses on file
- HTTPS://WWW.TWITTER.COM/FJNORTHSTAR
- HTTPS://WWW.LINKEDIN.COM/COMPANY/THE=PINNACLE-FG/MYCOMPANY/
- HTTPS://WWW.TWITTER.COM/FINANCIALUMPIRE
- HTTPS://WWW.TWITTER.COM/BOWTIEBLAKE
- HTTPS://WWW.MCKENNAFINANCIALPLANNING.COM
- HTTPS://WWW.NSINVESTORS.COM
- HTTPS://WWW.AGRILLOFINANCIALPLANNING.COM
- HTTPS://WWW.FACEBOOK.COM/THEPINNACLEFG
- HTTPS://WWW.THEPINNACLEFG.COM
- HTTPS://WWW.TWITTER.COM/THE PINNACLEFG
- HTTPS://WWW.PROFINSERV.NET
- HTTPS://WWW.ATLANTICFINANCIALGRP.COM
- HTTPS://WWW.FACEBOOK.COM/EVCWEALTHSTRATEGIES
- https://www.techneplanning.com/
- https://www.facebook.com/dynamicwealthmanagement
- https://www.dynamic-wm.com/
- https://www.linkedin.com/company/dynamicwealthmanagement/
Official SEC filing: View on IAPD