The Pinnacle Financial Group

EST. AUM
$1,383,850,000

CONTACTS
5

CLIENT ACCOUNTS
3,729

Firm Details

Metro area New York City
CRD Number 164395
Website thepinnaclefg.com
Client types

Overview

The Pinnacle Financial Group is an $800m RIA with a twist. It is part independent RIA and part LPL team. They primarily utilize mutual funds, ETFs, and have access to alternatives. The firm's founder, Joe Esposito, also serves as an LPL Financial Branch Manager. The firm overall has custodial relationships with LPL, Schwab, and TD.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

The Pinnacle Financial Group

Platform Details

Investment Preferences

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Address

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