About PINNACLE ASSOCIATES, LTD.
In the fast-paced world of finance, having a trusted advisor who can provide expert financial guidance and advice is crucial. That’s where PINNACLE ASSOCIATES, LTD. comes in. With a team of experienced advisors and a wealth of financial knowledge, PINNACLE ASSOCIATES, LTD. is a go-to resource for individuals and businesses seeking top-notch financial services.
How does the advisor help clients – Key Takeaways:
When it comes to financial matters, PINNACLE ASSOCIATES, LTD. has the expertise and resources to help clients navigate through important decisions and achieve their financial goals. Here are some key takeaways of how PINNACLE ASSOCIATES, LTD helps their clients:
- Expert financial guidance and advice
- Personalized financial strategies tailored to individual needs
- Access to a wide range of financial services
- Effective wealth management techniques
Facts and Insights
It’s important to have facts and insights about a financial advisor in order to make an informed decision. Here are some key facts and insights about PINNACLE ASSOCIATES, LTD:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25 years |
With over 25 years of experience and $500 million in assets under management, clients can trust that their financial needs are in capable hands with PINNACLE ASSOCIATES, LTD.
Financial Services Offered
PINNACLE ASSOCIATES, LTD. offers a comprehensive range of financial services to help clients achieve their financial objectives. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance services
Client Types
PINNACLE ASSOCIATES, LTD. caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
PINNACLE ASSOCIATES, LTD. follows a transparent fee structure and only charges fees for services that have been agreed upon with the client. The firm’s compensation primarily comes from client fees and is outlined clearly and concisely in the firm’s Form ADV.
Background
PINNACLE ASSOCIATES, LTD. was founded in 1995 and has been serving clients for over 25 years. The firm is registered with the U.S. Securities and Exchange Commission and is held to the highest standards of ethical and professional conduct.
Financial Advisor Disclosures to Know
As a financial expert, it’s important for clients to know about any potential conflicts of interest or disciplinary actions that a financial advisor may have. Here are some relevant disclosures for PINNACLE ASSOCIATES, LTD.:
- There have been no legal or disciplinary actions against the firm or its advisors in the past 10 years.
- The firm does not have any disclosures related to conflicts of interest.
- PINNACLE ASSOCIATES, LTD. is a fee-only firm, meaning they do not receive commissions or compensation based on product sales.
With a proven track record of success and a commitment to transparency and client satisfaction, PINNACLE ASSOCIATES, LTD. is a top choice for individuals and businesses seeking expert financial guidance. Contact the firm today to learn more about their services and how they can help you achieve your financial goals.