PINNACLE PENSION CONSULTANTS LLC

NEEDHAM, Massachusetts·3 registered advisors·CRD# 133442
SEC# 801-682860857-302-4105
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS UNDER CONSULTATION
03

Specialties

Investment ManagementWealth Management
04

Advisors at PINNACLE PENSION CONSULTANTS LLC

3 registered advisors
Gregory Clifford Lewis
NEEDHAM, Massachusetts
Marc Elliot Mingolelli
SOUTHBOROUGH, Massachusetts
Michael A. Mingolelli
SOUTHBOROUGH, Massachusetts
05

Office Locations

SOUTHBOROUGH, Massachusetts
2 advisors
NEEDHAM, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. PINNACLE PENSION CONSULTANTS LLC (CRD# 133442) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.