PINNACLE INVESTMENTS, LLC
East Syracuse, NY
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
55 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
315-251-1101
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
CARSWELL INVESTMENTS, LLC
East Syracuse, NY
AUM
$322.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(800) 510-6693
PINNACLE CAPITAL MANAGEMENT, LLC
East Syracuse, NY
AUM
$300.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
315-234-9716
BPC ADVISORS LLC
East Syracuse, NY
AUM
$158.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(315) 430-7700
SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC
East Syracuse, NY
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(315) 474-7500
PINNACLE ADVISORS LLC
East Syracuse, NY
AUM
$433K
Team
2 advisors
Clients
0
Fees
Percentage of AUM
315.251.1101