Unclaimed Profile

Catherine Ruth Eckel

PINNACLE INVESTMENT MANAGEMENT INC·SIMSBURY, Connecticut

Clean record31 years registeredPINNACLE INVESTMENT MANAGEMENT INC

573 HOPMEADOW STREET, SIMSBURY, CT 06070CRD# 4359144Firm CRD# 106222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Catherine Ruth Eckel · SIMSBURY, CT

Registration

CRD #4359144 · PINNACLE INVESTMENT MANAGEMENT INC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE INVESTMENT MANAGEMENT INC

MERCER GLOBAL ADVISORS INC.

Feb 2018 – Mar 2023

SIMSBURY, CT

PINNACLE INVESTMENT MANAGEMENT INC

Oct 1994 – Dec 2018

SIMSBURY, CT

Registrations & Exams

Registration record

First registered · October 13, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE INVESTMENT MANAGEMENT INC

CRD 106222 · SEC 801-40420

AUM

$192M

Regulatory assets under management

Employees

690 client accounts

Services offered by PINNACLE INVESTMENT MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNACLE INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Catherine Ruth Eckel offer?

Catherine Ruth Eckel specializes in Financial Planning, Investment Management, Wealth Management.

What are Catherine Ruth Eckel's credentials?

Catherine Ruth Eckel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine Ruth Eckel located?

Catherine Ruth Eckel is based in SIMSBURY, Connecticut, last registered with PINNACLE INVESTMENT MANAGEMENT INC.

How does Catherine Ruth Eckel charge for services?

Catherine Ruth Eckel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE INVESTMENT MANAGEMENT INC?

PINNACLE INVESTMENT MANAGEMENT INC has approximately 6 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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