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Building 2PINNACLE PENSION CONSULTANTS LLC

Map pinNEEDHAM, MA
Phone857-302-4105
NotebookSEC #801-68286
Total AUM
$2.2B
Employees
3
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1492 HIGHLAND AVE.
SUITE 9
NEEDHAM
MA 02492
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
857-302-4105

ReceiptFinancials

Total AUM
$2.2B
Accounts
66
Discretionary
$279.4M
Accounts
23
Non-Discretionary
$1.9B
Accounts
43

ContactClients

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Pension/Profit Sharing Plan Clients
64
AUM
$2.2B
Other Clients
1
AUM
$9.8M
Description of Other Clients
NON-QUALIFIED PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER CONSULTATION

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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

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