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Pinnacle Investments, LLC

● SEC registered since 2007CRD 142910SEC# 801-67860East Syracuse, NY
Export (members)
Reg. AUM
$1.06B
Employees
60
Accounts
2,860
Location
East Syracuse, NY

Pinnacle Investments, LLC assets under management

Pinnacle Investments, LLC operates as an SEC-registered investment adviser based in East Syracuse, NY. The firm has been registered since 2007. It reports $1.1 billion in regulatory assets under management and employs 60 people.

Pinnacle Investments, LLC owners & executives

8 reported
NameTitleOwnershipSince
Benjamin Ryan Quilty ControlChief Executive OfficerUnder 5%2019
Eric Douglas Krouse ControlCoo / Options PrincipalUnder 5%2011
Kenneth Ronald GeorgeFinopUnder 5%2007
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Frequently asked questions

How much does Pinnacle Investments, LLC manage?

Pinnacle Investments, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Investments, LLC have?

Pinnacle Investments, LLC reports 60 employees.

Where is Pinnacle Investments, LLC located?

Pinnacle Investments, LLC is based in East Syracuse, NY and has been SEC-registered since 2007.

Does Pinnacle Investments, LLC disclose fund performance?

Pinnacle Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057
Phone315-251-1101
Fax315-251-1110
Office hours8:30a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.04B
Non-discretionary$12.7M
Total (RAUM)$1.06B