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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-16-2003
- Office Locations
- 1
Office Locations
About Pinnacle Capital Management
Pinnacle Capital Management (PCM) is an SEC-registered RIA founded in 2006, providing discretionary, fiduciary portfolio management for individual and institutional investors. The team builds customized, diversified portfolios across equities, fixed income, and alternative securities using a disciplined portfolio-construction process. Based in East Syracuse, NY with reps in Greater Boston and Wilmington, NC, PCM emphasizes direct access to its portfolio managers.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY MICHAEL ELFONT
Owner, President
- CRD
- #2308612
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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