DIRECTORY OF REGISTERED ADVISORS
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PINNACLE PENSION CONSULTANTS LLC
Tel: 857-302-4105
1492 Highland Ave. Suite 9
Needham, Massachusetts 02492
PINNACLE PENSION CONSULTANTS LLC
PINNACLE PENSION CONSULTANTS LLC is a Needham, Massachusetts based financial advisory firm with nearly $1,519,390,565 in assets under management and provides investment advisory services for 66 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (% OF ASSETS UNDER CONSULTATIO
Firm CRD#:
133442
SEC#:
801-68286
No. of Clients:
66
Assets under Management
$1,519,390,565
No. of Advisors:
3
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