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Pinnacle LLC Overview

Type
Multi Family Office

General Information

Pinnacle LLC is a multi-family office headquartered in East Syracuse, United States. Founded in 1996 by brokerage professionals Gregg Kidd and Dan Raite, the firm stems from wealth generated through investment advisory and brokerage services. It provides integrated wealth management, financial planning, alternative and traditional investment strategies, and employer-sponsored retirement solutions to affluent families, leveraging the resources of the broader Pinnacle Family of Companies.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
East Syracuse, NY, United States

Portfolio & Notable Allocations

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