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Building 2PINNACLE PRIVATE WEALTH, LLC

Map pinBURLINGTON, MA
Phone781-932-1044
NotebookSEC #801-107018
Total AUM
$820.3M
Employees
17
Clients
898

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SUMMIT DRIVE
4TH FLOOR, SUITE 420
BURLINGTON
MA 01803
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
781-932-1044
Other Offices
2

ReceiptFinancials

Total AUM
$820.3M
Accounts
1,975
Discretionary
$518.2M
Accounts
1,780
Non-Discretionary
$302M
Accounts
195

ContactClients

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Individual Clients
773
AUM
$510.3M
HNW Individual Clients
125
AUM
$310M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACTFLLAMAMENHNYPARITX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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