PINNACLE ADVISORS LLC

Latest filing: Mar 26, 2024 (218 days ago)

AUM

$460,642
-13% change vs. 1 year ago
-22% change vs. 3 years ago
-78% change vs. 5 years ago
-84% change vs. 10 years ago

Employee Count

2
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

EAST SYRACUSE, NY
5845 WIDEWATERS PKWY, EAST SYRACUSE, NY, UNITED STATES, 13057

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
PINNACLE INVESTMENTS, LLC $1.0 broker-dealer 142910
PINNACLE CAPITAL MANAGEMENT, LLC $0.3 141661

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
CUVELIER, GREGORY, B MEMBER
KIDD, GREGG, ANTHONY MEMBER
LONERGAN, LUKE, JAMES MEMBER
LANNING, JR., RICHARD, DUELL MEMBER
CUCULICH, ROBERT, FRANK PRESIDENT
QUILTY, BENJAMIN, RYAN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.0 $0.0 0% 2 0 0%
2024-04-02 $0.0 $0.0 0% 2 0 0%
2023-04-04 $0.0 $0.0 -13% 2 0 0%
2022-04-01 $0.0 $0.0 -11% 2 0 0%
2021-04-05 $0.0 $0.0 -22% 2 0 0%
2020-04-01 $0.0 $0.0 -70% 2 0 0%
2019-04-01 $0.0 $0.0 -78% 2 0 0%
2018-04-02 $0.0 $0.0 -75% 2 0 0%
2017-04-01 $0.0 $0.0 -73% 2 0 0%
2016-04-01 $0.0 $0.0 -73% 2 0 0%
2015-04-01 $0.0 $0.0 -76% 2 0 0%
2014-04-01 $0.0 $0.0 -84% 2 0 0%
2013-04-01 $0.0 $0.0 -73% 2 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV