Investment adviser · CRD 142910
PINNACLE INVESTMENTS, LLC
Investment adviser filing (IA)
EAST SYRACUSE, NY, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $1.29B Form ADV · Item 5.F
- Client accounts
- 3,143 Accounts, not individual clients
- Employees
- 60 Reported in this filing
- Advisory professionals
- 55 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,133 | $1,163,302,726 | 89.9% |
| High-net-worth individuals | 8 | $112,671,794 | 8.7% |
| Corporations & businesses | Fewer than 5 | $17,579,086 | 1.4% |
Filing source
Form ADV 2135559 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
5845 WIDEWATERS PKWY, STE 300EAST SYRACUSE, NY, 13057, United States
CRD 142910
Filing source
Form ADV 2135559 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.