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PINNACLE RETIREMENT & FINANCIAL PLANNING
TATTERSALL, NANCY CARROLL
CRD 136331
165 NORTH REDWOOD DRIVE, SUITE 160, SAN RAFAEL, CA, 94903-4896, United States
Phone
415-454-0661
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.2M
Discretionary AUM
$65.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $4.6M |
| High net worth individuals | 111 | $60.6M |
All web addresses on file
Official SEC filing: View on IAPD