Pinnacle Taxx Advisors LLC is a large advisory firm based in White Plains. It manages $25 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Connecticut, and 11 other states.
Pinnacle Taxx Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pinnacle Taxx Advisors LLC is $25 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pinnacle Taxx Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pinnacle Taxx Advisors LLC performs its advisory services is located at 1311 Mamaroneck Avenue, White Plains, NY 10605, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-761-3208 or by fax 914-997-5161. The normal business hours are 8:00 - 5:00 on Monday - Friday.