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John Joseph Flanagan

PINNACLE INVESTMENT MANAGEMENT INC·SIMSBURY, Connecticut
Unclaimed Profile
573 HOPMEADOW STREET, SIMSBURY, CT 06070CRD# 2538635Firm CRD# 106222
01

About

John Joseph Flanagan is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with PINNACLE INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE INVESTMENT MANAGEMENT INC
PINNACLE INVESTMENT MANAGEMENT INC
AUM
$192M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PINNACLE INVESTMENT MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2538635
Firm CRD# 106222
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joseph Flanagan offer?
John Joseph Flanagan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMSBURY, Connecticut for a consultation.
What are John Joseph Flanagan's credentials?
John Joseph Flanagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Flanagan located?
John Joseph Flanagan is based in SIMSBURY, Connecticut, working with PINNACLE INVESTMENT MANAGEMENT INC. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.
How does John Joseph Flanagan charge for services?
John Joseph Flanagan'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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Other advisors in SIMSBURY
David Scott Coburn — COBURN & MEREDITH, INC.Elizabeth Coburn Derway — COBURN & MEREDITH, INC.Mark William Meredith — COBURN & MEREDITH, INC.Amy C Ferris — COBURN & MEREDITH, INC.Barry Mohun Coburn — COBURN & MEREDITH, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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