Overview
Assets Under Management: $9.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 33
Average Client Assets: $50 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.79
Average High-Net-Worth Client Assets: $50 million
Total Client Accounts: 6,429
Discretionary Accounts: 6,428
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110631
Filing ID: 1956420
Last Filing Date: 2025-03-20 16:08:00
Website: https://pinnacle-ny.com