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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Advisors LLC
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|---|---|
| CRD # | 107275 |
| SEC # | 801-53493 |
| CIK # | |
| AUM | $0.5 M (2025-03-28) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 315-251-1101 |
| Address | 5845 Widewaters Pkwy East Syracuse, NY 13057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 0.5 |
| By Discretionary | ||
| Discretionary | 1 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 1 | 0.5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Investments LLC
✚
|
NY | 1.1 |
|
Pinnacle Advisors LLC
✚
|
NY | 0.0 |
|
Confidential Planning I LLC
✚
|
NY | 0.0 |
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|---|---|---|
|
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✚
|
GA | 0.0 |
|
Onedigital Asset Management LLC
✚
|
KS | 0.0 |
|
Fortuna Funds LLC
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TX | 0.0 |
|
Elite TAMP LLC
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|
GA | 0.0 |
|
ARCA Capital Management LLC
✚
|
CA | 0.0 |
|
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|
IL | 0.0 |
|
Koll BREN Schreiber Realty Advisors Inc
✚
|
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|
ALTI LLC
✚
|
NY | 0.0 |
|
CION Grosvenor Management LLC
✚
|
NY | 0.0 |
|
Axxes Advisors LLC
✚
|
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