THE PINNACLE FINANCIAL GROUP

THE PINNACLE FINANCIAL GROUP of ROCKVILLE CENTRE, NY is an SEC-registered investment adviser (CRD 164395). Regulatory assets under management: $1.4B.

Registration

• CRD: 164395
• SEC file number: 801-77304
• Type: Registered investment adviser
• Location: 9 SOUTH LONG BEACH ROAD, ROCKVILLE CENTRE, NY, 11570
• Phone: 516-763-9700
• Latest filing: 2026-03-30
• Regulatory AUM: $1.4B
• Discretionary AUM: $1.4B
• Clients: 54
• Accounts: 3,729

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164395 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search