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| The Pinnacle Financial Group
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|---|---|
| CRD # | 164395 |
| SEC # | 801-77304 |
| CIK # | 0001511201, 0000910678, 0001520682, 0002056734 |
| AUM | 1,383.8 M (2026-03-30) |
| Employees | 54 (100% Investors, 72% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-763-9700 |
| Address | 9 South Long Beach Road Rockville Centre, NY 11570 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coca Cola Co | 20.1 | ||
| Alphabet Inc | 3.3 | ||
| Deckers Outdoor Corp | 2.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.4 | ||
| Facebook Inc | 0.7 | ||
| Nvidia Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,901 | 352.4 |
| (b) Individuals (high net worth individuals) | 1,249 | 949.0 |
| (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 | 6 | 47.4 |
| (h) Charitable organizations | 7 | 8.2 |
| (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 | 45 | 26.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,729 | 1,383.8 |
| By Discretionary | ||
| Discretionary | 3,729 | 1,383.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,729 | 1,383.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,383.8 | |
| Total | 3,729 | 1,383.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0000910678] | |
| 4 | [0001511201] | |
| D | [0001520682] | |
| 13F-HR | [0002056734] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Peterson Ellen Mae | |
| Peterson Terril Hedden | |
| Peterson Jeffrey Paul | |
| Digiliti Money Group Inc | |
| Pinnacle Investment Group LLC |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Digiliti Money Group Inc NONE
Common Stock
|
2012-10-10 | Buy | 4,196,500 | $0.00 | |
|
Digiliti Money Group Inc NONE
Common Stock
|
2012-10-10 | Buy | 4,196,500 | $0.00 | |
|
Digiliti Money Group Inc NONE
"Common Stock, par value $0.0001 per share (""Common Stock"")"
|
2012-10-10 | Buy | 4,196,500 | $0.00 | |
|
Digiliti Money Group Inc NONE
Common Stock
|
2012-10-10 | Buy | 4,196,500 | $0.00 |
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|
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|
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|
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