CRD: 164395
THE Pinnacle Financial Group
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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2012
- Office Locations
- 20
Office Locations
About THE Pinnacle Financial Group
The Pinnacle Financial Group is a New York-based wealth management and financial planning firm serving retail and institutional clients. The team helps clients navigate financial decisions, including portfolio construction, insurance, and charitable-giving strategies, with allocations that include mutual funds and ETFs. A differentiator for partners: an active giving-back program supporting charities such as Tunnel to Towers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH DONALD ESPOSITO
Chief Compliance Officer, Owner, President
- CRD
- #3086217
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL CHARLES ANIELLO
--
- CRD
- #2384901
TIMOTHY MAHONEY ARCHARD
--
- CRD
- #6035492
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,383,850,000 | $371,105 |
| Non-Discretionary | $0 | -- |
| Total | $1,383,850,000 | $371,105 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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