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| The Pinnacle Financial Group
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| |
|---|---|
| CRD # | 164395 |
| SEC # | 801-77304 |
| CIK # | 0001511201, 0000910678, 0001520682 |
| AUM | $1.2 BB (2024-03-28) |
| Employees | 44 (84% Investors, 84% Brokers) |
| Phone | 516-763-9700 |
| Address | 9 South Long Beach Road Rockville Centre, NY 11570 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,026 | 293.6 |
| (b) Individuals (high net worth individuals) | 1,127 | 702.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 2 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 148 | 169.6 |
| (h) Charitable organizations | 11 | 5.8 |
| (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 | 53 | 32.5 |
| (n) Other | 0 | 0.0 |
| Total | 5,266 | 1,203.9 |
| By Discretionary | ||
| Discretionary | 5,266 | 1,203.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,266 | 1,203.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,203.9 | |
| Total | 5,266 | 1,203.9 |
| 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 |
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