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The Pinnacle Financial Group

● SEC registered since 2012CRD 164395SEC# 801-77304Rockville Centre, NY
Export (members)
Reg. AUM
$1.18B
Employees
54
Accounts
5,538
Location
Rockville Centre, NY

The Pinnacle Financial Group assets under management

The Pinnacle Financial Group is a registered investment adviser overseen by the SEC based in Rockville Centre, NY. The firm has been registered since 2012. It reports $1.2 billion in regulatory assets under management and employs 54 people.
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The Pinnacle Financial Group owners & executives

1 reported
NameTitleOwnershipSince
Joseph Donald Esposito ControlPresident/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does The Pinnacle Financial Group manage?

The Pinnacle Financial Group reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does The Pinnacle Financial Group have?

The Pinnacle Financial Group reports 54 employees.

Where is The Pinnacle Financial Group located?

The Pinnacle Financial Group is based in Rockville Centre, NY and has been SEC-registered since 2012.

Does The Pinnacle Financial Group disclose fund performance?

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

Contact & registration

Address9 South Long Beach Road, Rockville Centre, NY 11570
Phone516-763-9700
Fax516-763-9706
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.18B
Non-discretionary$0
Total (RAUM)$1.18B