PINNACLE INVESTMENTS, LLC

Overview

Pinnacle Investments, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm functions as a capital allocator for both individual/family and institutional clients and combines advisory services with broker-dealer and insurance business lines. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, manager selection, and investor education through seminars and workshops. Fee arrangements are flexible—primarily percentage-of-AUM but also hourly and other structures—and the firm identifies itself as an active ESG investor, integrating environmental, social, and governance considerations into its investment approach and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices