PINNACLE ADVISORS LLC

RIASEC RegisteredEst. 1996

Total AUM

$433K

Discretionary

$433K

100% of AUM

Avg account

$433K

Accounts

Employees

Advisory reps

Firm details

Headquarters: EAST SYRACUSE, New York
CRD number: 107275
Registered since: December 19, 1996
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pinnacle Advisors LLC is a small, privately owned investment adviser organized as a limited liability company and registered in 1996. The firm’s registered advisory activities focus on acting as a portfolio manager for investment companies and pooled investment vehicles, which positions it more as a fund-level manager than a standalone retail wealth manager. Its client base is institutional, it charges fees as a percentage of assets under management, and it is not positioned as an ESG-focused manager. The firm is affiliated with a broker‑dealer and with another investment adviser, indicating relationships that can support custody, execution or distribution for its pooled products. Pinnacle Advisors LLC is classified as an individual-owner firm, is not a capital allocator or pension consultant, and is not registered as a multi-state adviser.