Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Pinnacle Financial Group, a Registered Investment Adviser based in Rockville Centre and Melville, NY, specializes in retirement planning, investment management, and a range of financial solutions. Committed to community and charitable support since its inception, the firm offers comprehensive advisory services without a specified focus on real estate.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
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- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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H101 Fund target list (H101 Outreach). Original tag: .
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