Pinnacle Capital Management
RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$417K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128363
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pinnacle Capital Management operates as a sole proprietorship with an individual owner and charges clients on a percentage-of-assets-under-management basis. The firm provides discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. It is not identified as an ESG-focused manager and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents30%
- Public Funds/Mutual Funds20%
Contacts
1 of 1Jeffrey Elfont
OwnerCRD 2308612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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