Pinnacle Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Long Beach, California
CRD number
106213
Registered since
July 17, 2002

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Davis

    William Davis

    Chief Executive OfficerCRD 3188964

  • David Vicini

    David Vicini

    Chief Investment OfficerCRD 6429200

Contacts

3 of 4
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Joel Parker

    Joel Parker

    Registered PrincipalCRD 6190668

  • Malcolm Clark

    Malcolm Clark

    Managing DirectorCRD 6587247

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth