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PINNACLE ADVISORS LLC
CRD 107275 · SEC 801-53493
5845 WIDEWATERS PKWY, STE 300, EAST SYRACUSE, NY, 13057, United States
Phone
315.251.1101
Fax
315.251.1110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$433K
Discretionary AUM
$433K
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| Pooled investment vehicles | 1 | $433K |
All web addresses on file
Official SEC filing: View on IAPD