PINNACLE ADVISORS LLC
CRD #107275 SEC #801-53493 EAST SYRACUSE, NY 315.251.1101
SEC Registered
Total AUM
$475.5K
Discretionary
$475.5K
Employees
2
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $475.5K | $475.5K | $0 | 2 | 0 |
| Mar 2025 | $475.5K | $475.5K | $0 | 2 | 0 |
| Mar 2024 | $460.6K | $460.6K | $0 | 2 | 0 |
| Jun 2023 | $529.4K | $529.4K | $0 | 2 | 0 |
| Mar 2023 | $529.4K | $529.4K | $0 | 2 | 0 |
| Feb 2022 | $516.6K | $516.6K | $0 | 2 | 0 |
| Aug 2021 | $589K | $589K | $0 | 2 | 0 |
| Mar 2021 | $589K | $589K | $0 | 2 | 0 |
| Mar 2021 | $188.4K | $188.4K | $0 | 2 | 0 |
| Mar 2020 | $1.6M | $1.6M | $0 | 2 | 0 |
| Feb 2019 | $2.1M | $2.1M | $0 | 2 | 0 |
| Feb 2018 | $1.8M | $1.8M | $0 | 2 | 0 |
| Jan 2017 | $1.7M | $1.7M | $0 | 2 | 1 |
| Feb 2016 | $1.7M | $1.7M | $0 | 2 | 1 |
| Dec 2015 | $1.9M | $1.9M | $0 | 2 | 1 |
| Feb 2015 | $1.9M | $1.9M | $0 | 2 | 1 |
| Mar 2014 | $2.8M | $2.8M | $0 | 2 | 1 |
| Jun 2013 | $1.7M | $1.7M | $0 | 2 | 1 |
| Mar 2013 | $1.7M | $1.7M | $0 | 2 | 1 |
| Feb 2012 | $2.4M | $2.4M | $0 | 1 | 1 |
| Mar 2007 | $4M | $4M | $0 | 10 | -- |
| Mar 2006 | $4.6M | $4.6M | $0 | 5 | -- |
DateAug 2025
Total AUM$475.5K
Discretionary$475.5K
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$475.5K
Discretionary$475.5K
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$460.6K
Discretionary$460.6K
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$529.4K
Discretionary$529.4K
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$529.4K
Discretionary$529.4K
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$516.6K
Discretionary$516.6K
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$589K
Discretionary$589K
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$589K
Discretionary$589K
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$188.4K
Discretionary$188.4K
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$2.1M
Discretionary$2.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees2
Clients1
DateFeb 2016
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees2
Clients1
DateDec 2015
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees2
Clients1
DateFeb 2015
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients1
DateJun 2013
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees2
Clients1
DateMar 2013
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees2
Clients1
DateFeb 2012
Total AUM$2.4M
Discretionary$2.4M
Non-Disc.$0
Employees1
Clients1
DateMar 2007
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees5
Clients--