Pinnacle Pension Consultants LLC is a pension cosultant based in Needham. It manages $1.11 billion of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Maine, Massachusetts, and New Hampshire.
Pinnacle Pension Consultants provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, educational seminars and workshops, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pinnacle Pension Consultants LLC is $1.11 billion. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pinnacle Pension Consultants LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Pinnacle Pension Consultants is pension and profit sharing plans with 66 clients and $1.11 billion of assets under management. Among the 8 most similar advisory firms, Pinnacle Pension Consultants has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.11 billion for 66 clients. None of the firm’s clients are foreign persons or businesses.
Pinnacle Pension Consultants doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pinnacle Pension Consultants LLC performs its advisory services is located at 1492 Highland Ave., Needham, MA 02492, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 857-302-4105. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at pinnaclefinancialconsultants.com/.