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Pinnacle Investments LLC
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CRD # | 142910 |
SEC # | 801-67860 |
CIK # | 0001511201, 0000910678, 0001520682 |
AUM | $964.9 MM (2024-03-29) |
Employees | 61 (84% Investors, 93% Brokers) |
Phone | 315-251-1101 |
Address | 5845 Widewaters Pkwy East Syracuse, NY 13057 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,544 | 840.6 |
(b) Individuals (high net worth individuals) | 12 | 106.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 17.8 |
(n) Other | 0 | 0.0 |
Total | 2,797 | 964.9 |
By Discretionary | ||
Discretionary | 2,780 | 959.9 |
Non-Discretionary | 17 | 5.0 |
Total | 2,797 | 964.9 |
By Non-United States Persons | ||
Non-United States Persons | 9.9 | |
United States Persons | 955.0 | |
Total | 2,797 | 964.9 |
EDGAR Form | CIK | 2011 - 2024 |
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D | [0000910678] | |
4 | [0001511201] | |
D | [0001520682] |
Form 3/4/5 Subject | 2011 - 2024 |
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Peterson Terril Hedden | |
Digiliti Money Group Inc | |
Peterson Ellen Mae | |
Peterson Jeffrey Paul | |
Pinnacle Investment Group LLC |
Related Firms | State | AUM ($BB) |
---|---|---|
Pinnacle Investments LLC
✚
|
NY | 1.0 |
Pinnacle Advisors LLC
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|
NY | 0.0 |
Confidential Planning I LLC
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|
NY | 0.0 |
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---|---|---|
Intelligence Driven Advisers LLC
✚
|
CA | 1.0 |
Means Investment Co Inc
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|
ME | 1.0 |
Archford Capital Strategies LLC
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|
IL | 1.0 |
Navellier & Associates Inc
✚
|
NV | 1.0 |
Pronvest Inc
✚
|
TN | 1.0 |
O'Brien Wealth Partners LLC
✚
|
MA | 1.0 |
Activest Wealth Management LLC
✚
|
FL | 1.0 |
Independent Solutions Wealth Management LLC
✚
|
NY | 1.0 |
Live Oak Private Wealth LLC
✚
|
NC | 1.0 |
Accel Wealth Management LLC
✚
|
IA | 0.9 |