PINNACLE INVESTMENTS, LLC
CRD #142910 SEC #801-67860 EAST SYRACUSE, NY 315-251-1101
SEC Registered Broker-Dealer
Total AUM
$1.1B
Discretionary
$1B
Employees
60
Clients
101
Accounts
2,860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.1B | $1B | $12.7M | 60 | 0 |
| Aug 2025 | $1.1B | $1B | $12.7M | 60 | 0 |
| May 2025 | $1.1B | $1B | $12.7M | 60 | 0 |
| Mar 2025 | $1.1B | $1B | $12.7M | 60 | 0 |
| Jan 2025 | $1.1B | $1.1B | $12.6M | 61 | 0 |
| Jan 2025 | $1.1B | $1.1B | $12.6M | 61 | 0 |
| Dec 2024 | $1.1B | $1.1B | $12.6M | 61 | 0 |
| Oct 2024 | $964.9M | $959.9M | $5M | 61 | 0 |
| Mar 2024 | $964.9M | $959.9M | $5M | 61 | 0 |
| Mar 2024 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Dec 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Dec 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Dec 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Aug 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Jul 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Jul 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Jun 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Jun 2023 | $848.4M | $844.1M | $4.3M | 61 | 0 |
| Mar 2023 | $819.2M | $814.8M | $4.4M | 61 | 0 |
| Oct 2022 | $877.5M | $873.5M | $4.1M | 51 | 0 |
| Oct 2022 | $877.5M | $873.5M | $4.1M | 51 | 0 |
| May 2022 | $877.5M | $873.5M | $4.1M | 51 | 0 |
| May 2022 | $877.5M | $873.5M | $4.1M | 51 | 0 |
| Apr 2022 | $877.5M | $873.5M | $4.1M | 51 | 0 |
| Apr 2022 | $877.5M | $873.5M | $4.1M | 51 | 0 |
| Mar 2022 | $877.5M | $873.5M | $4.1M | 51 | 0 |
| Jan 2022 | $814.7M | $803.8M | $10.9M | 51 | 0 |
| Sep 2021 | $814.7M | $803.8M | $10.9M | 51 | 0 |
| Aug 2021 | $814.7M | $803.8M | $10.9M | 51 | 0 |
| May 2021 | $814.7M | $803.8M | $10.9M | 51 | 0 |
| Apr 2021 | $814.7M | $803.8M | $10.9M | 51 | 0 |
| Mar 2021 | $814.7M | $803.8M | $10.9M | 51 | 0 |
| Sep 2020 | $525.9M | $521.9M | $4M | 32 | 0 |
| Jun 2020 | $525.9M | $521.9M | $4M | 32 | 0 |
| Mar 2020 | $525.9M | $521.9M | $4M | 32 | 0 |
| Apr 2019 | $439.9M | $436.5M | $3.5M | 33 | 0 |
| Mar 2019 | $439.9M | $436.5M | $3.5M | 33 | 0 |
| Jan 2019 | $404.3M | $401.2M | $3.1M | 56 | 0 |
| Sep 2018 | $421.6M | $421.6M | $0 | 56 | 0 |
| Jul 2018 | $421.6M | $421.6M | $0 | 56 | 0 |
| Mar 2018 | $421.6M | $421.6M | $0 | 56 | 0 |
| Mar 2017 | $339.4M | $339.4M | $0 | 55 | 1,200 |
| Aug 2016 | $331.3M | $331.3M | $0 | 55 | 900 |
| May 2016 | $331.3M | $331.3M | $0 | 55 | 900 |
| Mar 2016 | $331.3M | $331.3M | $0 | 55 | 900 |
| Dec 2015 | $331.3M | $331.3M | $0 | 55 | 900 |
| Oct 2015 | $221.6M | $221.6M | $0 | 55 | 900 |
| Jul 2015 | $221.6M | $221.6M | $0 | 55 | 900 |
| Apr 2015 | $221.6M | $221.6M | $0 | 55 | 900 |
| Sep 2014 | $181.2M | $176.2M | $5M | 50 | 300 |
| Jun 2014 | $181.2M | $176.2M | $5M | 50 | 300 |
| Mar 2014 | $181.2M | $176.2M | $5M | 50 | 300 |
| Dec 2013 | $90M | $85M | $5M | 50 | 300 |
| Aug 2013 | $90M | $85M | $5M | 50 | 300 |
| May 2013 | $90M | $85M | $5M | 50 | 300 |
| Sep 2012 | $69.7M | $69.7M | $0 | 11 | 300 |
| Aug 2012 | $69.7M | $69.7M | $0 | 11 | 300 |
| Jul 2012 | $69.7M | $69.7M | $0 | 11 | 300 |
| Mar 2012 | $69.7M | $69.7M | $0 | 11 | 300 |
| Mar 2011 | $118.2M | $118.2M | $0 | -- | -- |
| Feb 2011 | $118.2M | $118.2M | $0 | -- | -- |
| Oct 2010 | $85.7M | $85.7M | $0 | -- | -- |
| Apr 2010 | $85.7M | $85.7M | $0 | -- | -- |
| Mar 2010 | $85.7M | $85.7M | $0 | -- | -- |
| Feb 2009 | $29.9M | $0 | $29.9M | -- | -- |
| May 2007 | $6M | $0 | $6M | -- | -- |
| Apr 2007 | $6M | $0 | $6M | -- | -- |
DateSep 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12.7M
Employees60
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12.7M
Employees60
Clients0
DateMay 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12.7M
Employees60
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12.7M
Employees60
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees61
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees61
Clients0
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees61
Clients0
DateOct 2024
Total AUM$964.9M
Discretionary$959.9M
Non-Disc.$5M
Employees61
Clients0
DateMar 2024
Total AUM$964.9M
Discretionary$959.9M
Non-Disc.$5M
Employees61
Clients0
DateMar 2024
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateDec 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateDec 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateDec 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateAug 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateJul 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateJul 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateJun 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateJun 2023
Total AUM$848.4M
Discretionary$844.1M
Non-Disc.$4.3M
Employees61
Clients0
DateMar 2023
Total AUM$819.2M
Discretionary$814.8M
Non-Disc.$4.4M
Employees61
Clients0
DateOct 2022
Total AUM$877.5M
Discretionary$873.5M
Non-Disc.$4.1M
Employees51
Clients0
DateOct 2022
Total AUM$877.5M
Discretionary$873.5M
Non-Disc.$4.1M
Employees51
Clients0
DateMay 2022
Total AUM$877.5M
Discretionary$873.5M
Non-Disc.$4.1M
Employees51
Clients0
DateMay 2022
Total AUM$877.5M
Discretionary$873.5M
Non-Disc.$4.1M
Employees51
Clients0
DateApr 2022
Total AUM$877.5M
Discretionary$873.5M
Non-Disc.$4.1M
Employees51
Clients0
DateApr 2022
Total AUM$877.5M
Discretionary$873.5M
Non-Disc.$4.1M
Employees51
Clients0
DateMar 2022
Total AUM$877.5M
Discretionary$873.5M
Non-Disc.$4.1M
Employees51
Clients0
DateJan 2022
Total AUM$814.7M
Discretionary$803.8M
Non-Disc.$10.9M
Employees51
Clients0
DateSep 2021
Total AUM$814.7M
Discretionary$803.8M
Non-Disc.$10.9M
Employees51
Clients0
DateAug 2021
Total AUM$814.7M
Discretionary$803.8M
Non-Disc.$10.9M
Employees51
Clients0
DateMay 2021
Total AUM$814.7M
Discretionary$803.8M
Non-Disc.$10.9M
Employees51
Clients0
DateApr 2021
Total AUM$814.7M
Discretionary$803.8M
Non-Disc.$10.9M
Employees51
Clients0
DateMar 2021
Total AUM$814.7M
Discretionary$803.8M
Non-Disc.$10.9M
Employees51
Clients0
DateSep 2020
Total AUM$525.9M
Discretionary$521.9M
Non-Disc.$4M
Employees32
Clients0
DateJun 2020
Total AUM$525.9M
Discretionary$521.9M
Non-Disc.$4M
Employees32
Clients0
DateMar 2020
Total AUM$525.9M
Discretionary$521.9M
Non-Disc.$4M
Employees32
Clients0
DateApr 2019
Total AUM$439.9M
Discretionary$436.5M
Non-Disc.$3.5M
Employees33
Clients0
DateMar 2019
Total AUM$439.9M
Discretionary$436.5M
Non-Disc.$3.5M
Employees33
Clients0
DateJan 2019
Total AUM$404.3M
Discretionary$401.2M
Non-Disc.$3.1M
Employees56
Clients0
DateSep 2018
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees56
Clients0
DateJul 2018
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees56
Clients0
DateMar 2018
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees56
Clients0
DateMar 2017
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees55
Clients1,200
DateAug 2016
Total AUM$331.3M
Discretionary$331.3M
Non-Disc.$0
Employees55
Clients900
DateMay 2016
Total AUM$331.3M
Discretionary$331.3M
Non-Disc.$0
Employees55
Clients900
DateMar 2016
Total AUM$331.3M
Discretionary$331.3M
Non-Disc.$0
Employees55
Clients900
DateDec 2015
Total AUM$331.3M
Discretionary$331.3M
Non-Disc.$0
Employees55
Clients900
DateOct 2015
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees55
Clients900
DateJul 2015
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees55
Clients900
DateApr 2015
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees55
Clients900
DateSep 2014
Total AUM$181.2M
Discretionary$176.2M
Non-Disc.$5M
Employees50
Clients300
DateJun 2014
Total AUM$181.2M
Discretionary$176.2M
Non-Disc.$5M
Employees50
Clients300
DateMar 2014
Total AUM$181.2M
Discretionary$176.2M
Non-Disc.$5M
Employees50
Clients300
DateDec 2013
Total AUM$90M
Discretionary$85M
Non-Disc.$5M
Employees50
Clients300
DateAug 2013
Total AUM$90M
Discretionary$85M
Non-Disc.$5M
Employees50
Clients300
DateMay 2013
Total AUM$90M
Discretionary$85M
Non-Disc.$5M
Employees50
Clients300
DateSep 2012
Total AUM$69.7M
Discretionary$69.7M
Non-Disc.$0
Employees11
Clients300
DateAug 2012
Total AUM$69.7M
Discretionary$69.7M
Non-Disc.$0
Employees11
Clients300
DateJul 2012
Total AUM$69.7M
Discretionary$69.7M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$69.7M
Discretionary$69.7M
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$29.9M
Discretionary$0
Non-Disc.$29.9M
Employees--
Clients--
DateMay 2007
Total AUM$6M
Discretionary$0
Non-Disc.$6M
Employees--
Clients--
DateApr 2007
Total AUM$6M
Discretionary$0
Non-Disc.$6M
Employees--
Clients--