CRD: 142910
Pinnacle Investments, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2007
- Office Locations
- 12
Office Locations
About Pinnacle Investments, LLC
Pinnacle Investments is a fiduciary advisory firm serving individuals, families, and businesses with holistic financial planning, asset allocation, and managed portfolios, alongside brokerage, insurance/annuity, and workplace retirement solutions (including corporate pension plans). Investment options span stocks, bonds, CDs, mutual funds, and private placements/alternatives. Operates across 22 U.S. locations with 30+ years in business, offering both fee-based and transactional accounts.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH RONALD GEORGE
Chief Financial Officer, Finop, Owner
- CRD
- #2643369
- Ownership
- Less than 5%
John Michael Ivan
Chief Compliance Officer
- CRD
- #1292150
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BRIDGET Rose BALL
Financial Advisor, Vice President
- CRD
- #4285536
RAYMOND S. BECK
Vice President
- CRD
- #16205
Showing 2 of 68 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,277,282,105 | $411,098 |
| Non-Discretionary | $16,271,501 | $451,986 |
| Total | $1,293,553,606 | $411,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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