THE PINNACLE FINANCIAL GROUP - Financial Advisor in New York, Rockville Centre

Tel: 516-763-9700 9 South Long Beach Road Rockville Centre, New York 11570

About THE PINNACLE FINANCIAL GROUP

THE PINNACLE FINANCIAL GROUP is a Rockville Centre, New York based financial advisory firm with nearly $1,203,901,225 in assets under management and provides investment advisory services for 5266 clients. There are currently 44 financial advisors at the firm.

General Information

Firm CRD#:

164395

Firm SEC#:

801-77304

Assets Under Management:

$1,203,901,225

No. of Clients:

5266

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING)

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