PINNACLE INVESTMENT MANAGEMENT INC

SIMSBURY, Connecticut·3 registered advisors·CRD# 106222

SEC# 801-404201860-651-1716

01

Firm Overview

AUM

$192M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PINNACLE INVESTMENT MANAGEMENT INC

3 registered advisors

Catherine Ruth Eckel

SIMSBURY, Connecticut

John Joseph Flanagan

SIMSBURY, Connecticut

John William Eckel

SIMSBURY, Connecticut

05

Office Locations

SIMSBURY, Connecticut

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Data sourced from SEC Form ADV filings. PINNACLE INVESTMENT MANAGEMENT INC (CRD# 106222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.