Assets Under Management
$1.1B
Number of Clients
1,961
Number of Advisors
55
Average Client AUM
$539K
AUM per Advisor
$19.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pinnacle Investments provides wrap fee advisory programs including Mutual Fund/ETF, Unified/Separately Managed Accounts, FA Directed, and Non-Discretionary Client-Directed programs. They also offer financial planning. Fees vary depending on the program and service model.
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057