Pinnacle Investments LLC

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Assets, Funds, Holdings

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Pinnacle Investments LLC
CRD #142910
SEC #801-67860
CIK #0001511201, 0000910678, 0001520682
AUM $964.9 MM (2024-03-29)
Employees 61 (84% Investors, 93% Brokers)
Phone315-251-1101
Address5845 Widewaters Pkwy
East Syracuse, NY 13057
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
100080060040020002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,544 840.6
(b) Individuals (high net worth individuals) 12 106.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 17.8
(n) Other 0 0.0
Total 2,797 964.9
By Discretionary
Discretionary 2,780 959.9
Non-Discretionary 17 5.0
Total 2,797 964.9
By Non-United States Persons
Non-United States Persons 9.9
United States Persons 955.0
Total 2,797 964.9
EDGAR Form CIK 2011 - 2024
D [0000910678]
4 [0001511201]
D [0001520682]
Form 3/4/5 Subject 2011 - 2024
Peterson Terril Hedden
Digiliti Money Group Inc
Peterson Ellen Mae
Peterson Jeffrey Paul
Pinnacle Investment Group LLC
Related Firms State AUM ($BB)
Pinnacle Investments LLC
NY 1.0
Pinnacle Advisors LLC
NY 0.0
Confidential Planning I LLC
NY 0.0
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O'Brien Wealth Partners LLC
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Activest Wealth Management LLC
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Independent Solutions Wealth Management LLC
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Live Oak Private Wealth LLC
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Accel Wealth Management LLC
IA 0.9
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