1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE PINNACLE FINANCIAL GROUP

Map pinROCKVILLE CENTRE, NY
Phone516-763-9700
NotebookSEC #801-77304
Total AUM
$1.4B
Employees
54
Clients
3,208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 SOUTH LONG BEACH ROAD
ROCKVILLE CENTRE
NY 11570
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
516-763-9700
Other Offices
6

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,729
Discretionary
$1.4B
Accounts
3,729
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,901
AUM
$352.4M
HNW Individual Clients
1,249
AUM
$949M
Pension/Profit Sharing Plan Clients
6
AUM
$47.4M
Charitable Organization Clients
7
AUM
$8.2M
Corporation or Business Clients
45
AUM
$26.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAIAILINMAMDMEMINCNJNVNYORPASCTNTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account