Kimon Passios

Pinnacle Associates, LTD.

11 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Pinnacle Associates, LTD.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

2,568 clients

Average Client Portfolio

$3.8M average

Assets Under Management

$9.9B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

55 Post Road West, Westport, CT, 06880

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Pinnacle Associates, LTD.

February 2014 - Present · 12 yrs

State Registrations2 states

CTNY

Advisor

Exams

No exam information available for this advisor.