AdvisorOS Directory
Claim Profile
JF

Jeffrey Harte Feinstein

PINNACLE PARTNER MANAGEMENT LLC·SEATTLE, Washington
Unclaimed Profile
1421 34TH AVE, SEATTLE, WA 98122CRD# 6211363Firm CRD# 324639
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PINNACLE PARTNER MANAGEMENT LLC

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

More Advisors in SEATTLE, Washington

Stuart Remley Robertson
SHAREBUILDER ADVISORS, LLC·SEATTLE, WA
Nicole' Marie Verbrugghe
STRATEGIC INCOME MANAGEMENT, LLC·SEATTLE, WA
Andrew Daniel Greenshields
SHAREBUILDER ADVISORS, LLC·SEATTLE, WA
Andrew Miklos Ferencz
SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC·SEATTLE, WA
Robert Torpy Miller
CAPITAL ONE ADVISORS, LLC·SEATTLE, WA
Amy Kosmos Bautista
KOSMOS MANAGEMENT LLC·SEATTLE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)KIRKLAND (52)GIG HARBOR (40)REDMOND (38)MERCER ISLAND (31)EDMONDS (24)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile