Pinnacle Investments, LLC

EST. AUM
$1,293,553,606

CONTACTS
43

CLIENT ACCOUNTS
3,143

Firm Details

Metro area Syracuse
CRD Number 142910
Website pinnacleinvestments.com
Client types

Overview

Pinnacle Investments, LLC, founded in 1996 by Gregg Kidd and Dan Raite, is an independent financial services firm. The firm provides investment management, financial planning, traditional brokerage, and employer-sponsored retirement plan services. Pinnacle utilizes an open architecture platform and technology through its partnership with First Clearing, a Wells Fargo Company, to deliver its services.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pinnacle Investments, LLC

Platform Details

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