Brian Michael Schultz

Pinnacle Investments, LLC

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Pinnacle Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

55 advisors

Number of Clients

1,961 clients

Average Client Portfolio

$539K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$10

Location

6320 Fly Rd, Suite 102, East Syracuse, NY, 13057

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brian serves as Treasurer for the Board of Directors at Bishop Grimes Jr/Sr High School, dedicating minimal time. He also established Choice Point Advisors as a DBA for marketing and expense purposes.