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Jeffrey Harte Feinstein

PINNACLE PARTNER MANAGEMENT LLC·SEATTLE, Washington
Clean recordPINNACLE PARTNER MANAGEMENT LLC
1421 34TH AVE, SEATTLE, WA 98122CRD# 6211363Firm CRD# 324639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Harte Feinstein · SEATTLE, WA
Registration
CRD #6211363 · PINNACLE PARTNER MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Harte Feinstein is a registered financial advisor based in SEATTLE, Washington, affiliated with PINNACLE PARTNER MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PINNACLE PARTNER MANAGEMENT LLC
PINNACLE PARTNER MANAGEMENT LLC
AUM
$224M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PINNACLE PARTNER MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6211363
Firm CRD# 324639
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Harte Feinstein offer?
Jeffrey Harte Feinstein specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Jeffrey Harte Feinstein's credentials?
Jeffrey Harte Feinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Harte Feinstein located?
Jeffrey Harte Feinstein is based in SEATTLE, Washington, working with PINNACLE PARTNER MANAGEMENT LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Jeffrey Harte Feinstein charge for services?
Jeffrey Harte Feinstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE PARTNER MANAGEMENT LLC?
PINNACLE PARTNER MANAGEMENT LLC has approximately 6 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE PARTNER MANAGEMENT LLC

Leo Mitchell Backer
SEATTLE, WA
Sandra Jean Heffernan
SEATTLE, WA

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Research
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