1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PINNACLE INVESTMENT MANAGEMENT INC

Map pinSIMSBURY, CT
Phone860-651-1716
NotebookSEC #801-40420
Total AUM
$192M
Employees
6
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
573 HOPMEADOW STREET
GREYSTONE COURT WEST
SIMSBURY
CT 06070
United States
Operating Hours
9AM - 5PM BY APPOINTMENT
Monday - Friday
Phone
860-651-1716
Other Offices
1

ReceiptFinancials

Total AUM
$192M
Accounts
690
Discretionary
$180.3M
Accounts
637
Non-Discretionary
$11.8M
Accounts
53

ContactClients

View more in analytics →

Individual Clients
154
AUM
$43.2M
HNW Individual Clients
89
AUM
$140.9M
Pension/Profit Sharing Plan Clients
3
AUM
$3.5M
Charitable Organization Clients
2
AUM
$4.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHRITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account