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Stephen Julius Fauer

PINNACLE CAPITAL MANAGEMENT, LLC·EAST SYRACUSE, New York
Clean recordPINNACLE CAPITAL MANAGEMENT, LLC
5845 WIDEWATERS PARKWAY, EAST SYRACUSE, NY 13057CRD# 2482588Firm CRD# 141661

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Julius Fauer · EAST SYRACUSE, NY
Registration
CRD #2482588 · PINNACLE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Julius Fauer is a registered financial advisor based in EAST SYRACUSE, New York, affiliated with PINNACLE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
PINNACLE CAPITAL MANAGEMENT, LLC
PINNACLE CAPITAL MANAGEMENT, LLC
AUM
$254M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2482588
Firm CRD# 141661
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Julius Fauer offer?
Stephen Julius Fauer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Stephen Julius Fauer's credentials?
Stephen Julius Fauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Julius Fauer located?
Stephen Julius Fauer is based in EAST SYRACUSE, New York, working with PINNACLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.
How does Stephen Julius Fauer charge for services?
Stephen Julius Fauer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE CAPITAL MANAGEMENT, LLC?
PINNACLE CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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