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Michael A. Mingolelli

PINNACLE PENSION CONSULTANTS LLC·SOUTHBOROUGH, Massachusetts
Clean recordPINNACLE PENSION CONSULTANTS LLC
144 TURNPIKE ROAD, SUITE 110, SOUTHBOROUGH, MA 01772CRD# 4882416Firm CRD# 133442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael A. Mingolelli · SOUTHBOROUGH, MA
Registration
CRD #4882416 · PINNACLE PENSION CONSULTANTS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael A. Mingolelli is a registered financial advisor based in SOUTHBOROUGH, Massachusetts, affiliated with PINNACLE PENSION CONSULTANTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
PINNACLE PENSION CONSULTANTS LLC
PINNACLE PENSION CONSULTANTS LLC
AUM
$1.5B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PINNACLE PENSION CONSULTANTS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS UNDER CONSULTATION
Regulatory
SEC/IARD CRD# 4882416
Firm CRD# 133442
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael A. Mingolelli offer?
Michael A. Mingolelli specializes in Investment Management, Wealth Management. Contact their office in SOUTHBOROUGH, Massachusetts for a consultation.
What are Michael A. Mingolelli's credentials?
Michael A. Mingolelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael A. Mingolelli located?
Michael A. Mingolelli is based in SOUTHBOROUGH, Massachusetts, working with PINNACLE PENSION CONSULTANTS LLC. Their office serves clients in the SOUTHBOROUGH metropolitan area and surrounding communities.
How does Michael A. Mingolelli charge for services?
Michael A. Mingolelli's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE PENSION CONSULTANTS LLC?
PINNACLE PENSION CONSULTANTS LLC has approximately 3 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE PENSION CONSULTANTS LLC

Gregory Clifford Lewis
NEEDHAM, MA
Marc Elliot Mingolelli
SOUTHBOROUGH, MA

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Research
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