PINNACLE PENSION CONSULTANTS LLC - Financial Advisor in Massachusetts, Needham

Tel: 857-302-4105 1492 Highland Ave. Suite 9 Needham, Massachusetts 02492

About 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

Firm CRD#:

133442

Firm SEC#:

801-68286

Assets Under Management:

$1,519,390,565

No. of Clients:

No. of Advisors:

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 CONSULTATION)

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$2,960,441,587

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