Pinnacle Capital Securities, LLC
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 106213
- Registered since
- July 17, 2002
- Website
- www.pinnaclecapgrp.com
Firm profile
FINTRXOverview
Pinnacle Capital Securities, LLC is organized as a limited liability company and has been SEC-registered since 2002. Publicly available details about the firm's lines of business, advisory services, fee schedules, and client segments are not provided in the source data. The snapshot indicates the firm is classified as "unclassified" and is identified as owned by a domestic entity and an individual. Pinnacle Capital Securities is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not identified as a related adviser. The limited disclosure in the record means the firm's investment philosophy, product shelf, and service model cannot be described from the available information.
Assets & Accounts
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
Owners & executives
2 of 2
William Davis
Chief Executive OfficerCRD 3188964

David Vicini
Chief Investment OfficerCRD 6429200
Contacts
3 of 4
Ana Carter
FinOpCRD 4424794

Joel Parker
Registered PrincipalCRD 6190668

Malcolm Clark
Managing DirectorCRD 6587247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 4105 E Broadway
- Time zone
- PT (UTC-8)
- Office locations
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