PINNACLE PENSION CONSULTANTS LLC
SEC Form ADV profile.
Total regulatory AUM
$2,169,070,234
Discretionary
$279,416,032
Non-discretionary
$1,889,654,202
Firm details
- CRD number
- 133442
- SEC file number
- 801-68286
- Main office
- NEEDHAM, MA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.