RIA Intel›Advisers›New York›PINNACLE INVESTMENTS, LLC

PINNACLE INVESTMENTS, LLC

Advisory

N·EAST SYRACUSE, NY

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+26.1%
3-Year CAGR
+9.7%
Employees
55
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$16M
Discretionary %98.7%
Total Clients1,961
Team
Total Employees55
Investment Advisers60
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record63
First FilingApr 19, 2007
Latest FilingJul 13, 2026
🔒 Full AUM trend chart and 63 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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