Pinnacle Capital Management

Pinnacle Capital Management (CRD# 128363) is a financial advisory firm headquartered in , . They manage $550,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $183,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pinnacle Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey M. Elfont
CRD#: 2308612
Walnut Creek, CA
93
Wealthminder
score

Jeffrey Elfont (CRD# 2308612) is an Investment Advisor Representative working at Pinnacle Capital Management in Walnut Creek, CA and has over 24 years of experience in the finance industry.

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