RIA Intelligence

PINNACLE FINANCIAL ADVISORS, LLC

CRD #109947 SEC #801-58205 MARLTON, NJ 856-797-8082
SEC Registered
Total AUM
$211.3M
Discretionary
$204M
Employees
9
Clients
51
Accounts
485

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
METZ, MITCHELL, JEFFREYIMEMBER/CCOD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBERD Control
METZ, MITCHELL, JEFFREYIMEMBERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
METZ, MITCHELL, JEFFREYIMEMBER/CHIEF COMPLIANCE OFFICERD Control
SCHEYER, HARRYIMEMBERD Control
SCHEYER, HARRYIMEMBERD Control
SCHEYER, HARRYIMEMBERD Control
SCHEYER, HARRYIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control
SCHEYER, HARRY, ISAACIMEMBERD Control

Registrations

Federal

IA
Mar 25, 2013 REGISTERED

Notice Filings (3)

FL NJ PA

Address

11000 LINCOLN DRIVE WEST, SUITE 8
MARLTON, NJ 08053
United States
Phone: 856-797-8082