Pinnacle Advisors LLC
Pinnacle Advisors LLC is an SEC-registered ria in East Syracuse, NY with $433,140 assets under management (AUM, regulatory AUM), -9% over one year. See who owns Pinnacle Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107275, SEC 801-53493, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $433,140 (2026-03-26)
- Firm type
- Ria
- Location
- East Syracuse, NY
- Employees
- 2
- Clients
- 1
- CRD
- 107275
- Ownership
- CUVELIER, GREGORY, B; KIDD, GREGG, ANTHONY; LONERGAN, LUKE, JAMES; LANNING, JR., RICHARD, DUELL; RAITE, DANIEL, FRANCIS
How much AUM does Pinnacle Advisors LLC have?
Pinnacle Advisors LLC reported $433,140 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Pinnacle Advisors LLC?
Disclosed owners and executives of Pinnacle Advisors LLC include CUVELIER, GREGORY, B, KIDD, GREGG, ANTHONY, LONERGAN, LUKE, JAMES, LANNING, JR., RICHARD, DUELL, RAITE, DANIEL, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.