Assets Under Management
$9.9B
Number of Clients
2,568
Number of Advisors
32
Average Client AUM
$3.8M
AUM per Advisor
$308.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pinnacle Associates provides discretionary investment management to individuals, families, and institutions. They allocate assets among stocks and bonds, and may use ETFs and mutual funds. Financial planning services are included as part of the investment management fee, unless otherwise agreed upon.
286 Madison Avenue, 20th Floor, New York, NY, 10017