THE PINNACLE FINANCIAL GROUP
CRD #164395 SEC #801-77304 ROCKVILLE CENTRE, NY 516-763-9700
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
54
Clients
26
Accounts
5,538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.2B | $1.2B | $0 | 54 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 54 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 44 | 0 |
| Apr 2023 | $801.5M | $801.5M | $0 | 39 | 0 |
| Feb 2023 | $801.5M | $801.5M | $0 | 39 | 0 |
| Mar 2022 | $955.8M | $955.8M | $0 | 39 | 0 |
| Nov 2021 | $866.5M | $866.5M | $0 | 49 | 0 |
| Mar 2021 | $866.5M | $866.5M | $0 | 49 | 0 |
| Dec 2020 | $674.3M | $674.3M | $0 | 36 | 0 |
| May 2020 | $674.3M | $674.3M | $0 | 21 | 0 |
| May 2020 | $674.3M | $674.3M | $0 | 21 | 0 |
| Mar 2020 | $674.3M | $674.3M | $0 | 21 | 0 |
| Feb 2020 | $452.2M | $424.7M | $27.5M | 21 | 0 |
| Dec 2019 | $452.2M | $424.7M | $27.5M | 21 | 0 |
| Jun 2019 | $452.2M | $424.7M | $27.5M | 21 | 0 |
| Mar 2019 | $452.2M | $424.7M | $27.5M | 21 | 0 |
| Mar 2019 | $411.2M | $392.6M | $18.6M | 21 | 0 |
| Mar 2019 | $411.2M | $392.6M | $18.6M | 20 | 0 |
| Mar 2019 | $411.2M | $392.6M | $18.6M | 19 | 0 |
| Oct 2018 | $411.2M | $392.6M | $18.6M | 17 | 0 |
| Apr 2018 | $411.2M | $392.6M | $18.6M | 17 | 0 |
| Mar 2018 | $411.2M | $392.6M | $18.6M | 17 | 0 |
| Mar 2018 | $411.2M | $392.6M | $18.6M | 17 | 0 |
| Mar 2018 | $411.2M | $392.6M | $18.6M | 17 | 0 |
| Aug 2017 | $280.5M | $274.5M | $5.9M | 17 | 952 |
| Mar 2017 | $280.5M | $274.5M | $5.9M | 17 | 952 |
| Nov 2016 | $314M | $307.3M | $6.7M | 17 | 794 |
| Aug 2016 | $314M | $307.3M | $6.7M | 17 | 794 |
| Aug 2016 | $314M | $307.3M | $6.7M | 17 | 794 |
| Jun 2016 | $314M | $307.3M | $6.7M | 17 | 794 |
| Mar 2016 | $314M | $307.3M | $6.7M | 17 | 794 |
| Feb 2016 | $314M | $307.3M | $6.7M | 17 | 794 |
| Jan 2016 | $314M | $307.3M | $6.7M | 17 | 794 |
| Oct 2015 | $179.5M | $170.3M | $9.2M | 17 | 26 |
| Aug 2015 | $200M | $200M | $0 | 16 | 26 |
| Aug 2015 | $200M | $200M | $0 | 16 | 26 |
| Jun 2015 | $200M | $200M | $0 | 16 | 26 |
| Apr 2015 | $200M | $200M | $0 | 14 | 26 |
| Mar 2015 | $200M | $200M | $0 | 14 | 26 |
| Mar 2015 | $200M | $200M | $0 | 14 | 26 |
| Jul 2014 | $94M | $94M | $0 | 14 | 215 |
| Jun 2014 | $94M | $94M | $0 | 14 | 215 |
| May 2014 | $94M | $94M | $0 | 14 | 215 |
| Apr 2014 | $94M | $94M | $0 | 14 | 215 |
| Feb 2014 | $94M | $94M | $0 | 8 | 215 |
| Oct 2013 | $28M | $27M | $1M | 1 | 26 |
| Oct 2013 | $28M | $27M | $1M | 1 | 26 |
| Jul 2013 | $28M | $27M | $1M | 1 | 26 |
| Jun 2013 | $28M | $27M | $1M | 1 | 26 |
| Feb 2013 | $28M | $27M | $1M | 1 | 26 |
| Jan 2013 | $26M | $26M | $58K | 1 | 26 |
| Jan 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2012 | $0 | $0 | $0 | 1 | 0 |
| Nov 2012 | $0 | $0 | $0 | 1 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
DateApr 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees54
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees54
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees44
Clients0
DateApr 2023
Total AUM$801.5M
Discretionary$801.5M
Non-Disc.$0
Employees39
Clients0
DateFeb 2023
Total AUM$801.5M
Discretionary$801.5M
Non-Disc.$0
Employees39
Clients0
DateMar 2022
Total AUM$955.8M
Discretionary$955.8M
Non-Disc.$0
Employees39
Clients0
DateNov 2021
Total AUM$866.5M
Discretionary$866.5M
Non-Disc.$0
Employees49
Clients0
DateMar 2021
Total AUM$866.5M
Discretionary$866.5M
Non-Disc.$0
Employees49
Clients0
DateDec 2020
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees36
Clients0
DateMay 2020
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees21
Clients0
DateMay 2020
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees21
Clients0
DateMar 2020
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees21
Clients0
DateFeb 2020
Total AUM$452.2M
Discretionary$424.7M
Non-Disc.$27.5M
Employees21
Clients0
DateDec 2019
Total AUM$452.2M
Discretionary$424.7M
Non-Disc.$27.5M
Employees21
Clients0
DateJun 2019
Total AUM$452.2M
Discretionary$424.7M
Non-Disc.$27.5M
Employees21
Clients0
DateMar 2019
Total AUM$452.2M
Discretionary$424.7M
Non-Disc.$27.5M
Employees21
Clients0
DateMar 2019
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees21
Clients0
DateMar 2019
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees20
Clients0
DateMar 2019
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees19
Clients0
DateOct 2018
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees17
Clients0
DateApr 2018
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees17
Clients0
DateMar 2018
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees17
Clients0
DateMar 2018
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees17
Clients0
DateMar 2018
Total AUM$411.2M
Discretionary$392.6M
Non-Disc.$18.6M
Employees17
Clients0
DateAug 2017
Total AUM$280.5M
Discretionary$274.5M
Non-Disc.$5.9M
Employees17
Clients952
DateMar 2017
Total AUM$280.5M
Discretionary$274.5M
Non-Disc.$5.9M
Employees17
Clients952
DateNov 2016
Total AUM$314M
Discretionary$307.3M
Non-Disc.$6.7M
Employees17
Clients794
DateAug 2016
Total AUM$314M
Discretionary$307.3M
Non-Disc.$6.7M
Employees17
Clients794
DateAug 2016
Total AUM$314M
Discretionary$307.3M
Non-Disc.$6.7M
Employees17
Clients794
DateJun 2016
Total AUM$314M
Discretionary$307.3M
Non-Disc.$6.7M
Employees17
Clients794
DateMar 2016
Total AUM$314M
Discretionary$307.3M
Non-Disc.$6.7M
Employees17
Clients794
DateFeb 2016
Total AUM$314M
Discretionary$307.3M
Non-Disc.$6.7M
Employees17
Clients794
DateJan 2016
Total AUM$314M
Discretionary$307.3M
Non-Disc.$6.7M
Employees17
Clients794
DateOct 2015
Total AUM$179.5M
Discretionary$170.3M
Non-Disc.$9.2M
Employees17
Clients26
DateAug 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees16
Clients26
DateAug 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees16
Clients26
DateJun 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees16
Clients26
DateApr 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees14
Clients26
DateMar 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees14
Clients26
DateMar 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees14
Clients26
DateJul 2014
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees14
Clients215
DateJun 2014
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees14
Clients215
DateMay 2014
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees14
Clients215
DateApr 2014
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees14
Clients215
DateFeb 2014
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees8
Clients215
DateOct 2013
Total AUM$28M
Discretionary$27M
Non-Disc.$1M
Employees1
Clients26
DateOct 2013
Total AUM$28M
Discretionary$27M
Non-Disc.$1M
Employees1
Clients26
DateJul 2013
Total AUM$28M
Discretionary$27M
Non-Disc.$1M
Employees1
Clients26
DateJun 2013
Total AUM$28M
Discretionary$27M
Non-Disc.$1M
Employees1
Clients26
DateFeb 2013
Total AUM$28M
Discretionary$27M
Non-Disc.$1M
Employees1
Clients26
DateJan 2013
Total AUM$26M
Discretionary$26M
Non-Disc.$58K
Employees1
Clients26
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0