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Building 2PFA/PINNACLE FINANCIAL ADVISORS

Map pinWHITE PLAINS, NY
Phone914-761-3208
NotebookSEC #801-61565
Total AUM
$25M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1311 MAMARONECK AVENUE
WHITE PLAINS
NY 10605
USA
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
914-761-3208

ReceiptFinancials

Total AUM
$25M
Accounts
10
Discretionary
$1M
Accounts
1
Non-Discretionary
$24M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAIAINKYNJNVNYOHPAWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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