PINNACLE PARTNER MANAGEMENT LLC

SEATTLE, Washington·3 registered advisors·CRD# 324639
SEC# 801-1291160206-348-5363
01

Firm Overview

AUM
$224M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PINNACLE PARTNER MANAGEMENT LLC

3 registered advisors
Jeffrey Harte Feinstein
SEATTLE, Washington
Leo Mitchell Backer
SEATTLE, Washington
Sandra Jean Heffernan
SEATTLE, Washington
05

Office Locations

SEATTLE, Washington
3 advisors

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Data sourced from SEC Form ADV filings. PINNACLE PARTNER MANAGEMENT LLC (CRD# 324639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.