PINNACLE PRIVATE WEALTH, LLC
CRD #170315 SEC #801-107018 BURLINGTON, MA 781-932-1044
SEC Registered
Total AUM
$820.3M
Discretionary
$518.2M
Employees
17
Clients
1
Accounts
1,975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $820.3M | $518.2M | $302M | 17 | 0 |
| Mar 2022 | $820.3M | $518.2M | $302M | 17 | 0 |
| Dec 2021 | $759.6M | $460.2M | $299.4M | 18 | 0 |
| Mar 2021 | $759.6M | $460.2M | $299.4M | 18 | 0 |
| Sep 2020 | $460.9M | $429.9M | $31M | 14 | 0 |
| May 2020 | $460.9M | $429.9M | $31M | 14 | 0 |
| Feb 2020 | $460.9M | $429.9M | $31M | 14 | 0 |
| Nov 2019 | $327M | $327M | $0 | 15 | 0 |
| Jul 2019 | $327M | $327M | $0 | 15 | 0 |
| Mar 2019 | $327M | $327M | $0 | 15 | 0 |
| Jul 2018 | $302M | $257.5M | $44.5M | 16 | 0 |
| Jan 2018 | $302M | $257.5M | $44.5M | 16 | 0 |
| Jan 2018 | $302M | $257.5M | $44.5M | 16 | 0 |
| Apr 2017 | $170M | $170M | $0 | 19 | 26 |
| Mar 2017 | $170M | $170M | $0 | 19 | 26 |
| Mar 2016 | $140M | $140M | $0 | 6 | 500 |
| Dec 2015 | $102.9M | $102.9M | $0 | 6 | 200 |
DateApr 2022
Total AUM$820.3M
Discretionary$518.2M
Non-Disc.$302M
Employees17
Clients0
DateMar 2022
Total AUM$820.3M
Discretionary$518.2M
Non-Disc.$302M
Employees17
Clients0
DateDec 2021
Total AUM$759.6M
Discretionary$460.2M
Non-Disc.$299.4M
Employees18
Clients0
DateMar 2021
Total AUM$759.6M
Discretionary$460.2M
Non-Disc.$299.4M
Employees18
Clients0
DateSep 2020
Total AUM$460.9M
Discretionary$429.9M
Non-Disc.$31M
Employees14
Clients0
DateMay 2020
Total AUM$460.9M
Discretionary$429.9M
Non-Disc.$31M
Employees14
Clients0
DateFeb 2020
Total AUM$460.9M
Discretionary$429.9M
Non-Disc.$31M
Employees14
Clients0
DateNov 2019
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees15
Clients0
DateJul 2019
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees15
Clients0
DateJul 2018
Total AUM$302M
Discretionary$257.5M
Non-Disc.$44.5M
Employees16
Clients0
DateJan 2018
Total AUM$302M
Discretionary$257.5M
Non-Disc.$44.5M
Employees16
Clients0
DateJan 2018
Total AUM$302M
Discretionary$257.5M
Non-Disc.$44.5M
Employees16
Clients0
DateApr 2017
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees19
Clients26
DateMar 2017
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees19
Clients26
DateMar 2016
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients500
DateDec 2015
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees6
Clients200