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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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