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Building 2PINNACLE CAPITAL MANAGEMENT, LLC

Map pinEAST SYRACUSE, NY
Phone315-234-9716
NotebookSEC #801-67143
Total AUM
$300.5M
Employees
7
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5845 WIDEWATERS PARKWAY
SUITE 300
EAST SYRACUSE
NY 13057
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
315-234-9716

ReceiptFinancials

Total AUM
$300.5M
Accounts
538
Discretionary
$240.6M
Accounts
519
Non-Discretionary
$59.9M
Accounts
19

ContactClients

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Individual Clients
445
AUM
$138.4M
HNW Individual Clients
41
AUM
$65.5M
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$31.1M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
5
AUM
$4M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$1.5M
Other Clients
19
AUM
$59.9M
Description of Other Clients
403B PLANS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
403B RETIREMENT PLANS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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