Tech stack
No one at Pinnacle Investments, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Wells Fargo
Per Form ADV · $832M held · filed Dec 2024
Schwab
Per Form ADV · $233M held · filed Dec 2024