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PINNACLE PENSION CONSULTANTS LLC

CRD 133442 · SEC 801-68286

Visit website

1492 HIGHLAND AVE., SUITE 9, NEEDHAM, MA, 02492, United States

Phone

857-302-4105

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.17B

Discretionary AUM

$279.4M

Team

3 total employees; 3 advisory reps; 6 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; % OF ASSETS UNDER CONSULTATION

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING

Client types

TypeClientsAUM
Pension/profit sharing plans64$2.16B

States served

MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD