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Pinnacle Pension Consultants LLC

● SEC registered since 2007CRD 133442SEC# 801-68286Needham, MA
Export (members)
Reg. AUM
$1.52B
Employees
3
Accounts
66
Location
Needham, MA

Pinnacle Pension Consultants LLC assets under management

Pinnacle Pension Consultants LLC operates as an SEC-registered investment adviser based in Needham, MA. The firm has been registered since 2007. It reports $1.5 billion in regulatory assets under management and employs 3 people.
www.pinnaclepensionconsultants.comView on SEC.gov ↗

Pinnacle Pension Consultants LLC owners & executives

2 reported
NameTitleOwnershipSince
Gcl Holdings LLC ControlPrincipal OwnerOver 75%2015
Gregory Clifford Lewis ControlChief Compliance OfficerUnder 5%2007

Frequently asked questions

How much does Pinnacle Pension Consultants LLC manage?

Pinnacle Pension Consultants LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Pension Consultants LLC have?

Pinnacle Pension Consultants LLC reports 3 employees.

Where is Pinnacle Pension Consultants LLC located?

Pinnacle Pension Consultants LLC is based in Needham, MA and has been SEC-registered since 2007.

Does Pinnacle Pension Consultants LLC disclose fund performance?

Pinnacle Pension Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1492 Highland Ave., Suite 9, Needham, MA 02492
Phone857-302-4105
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$256.8M
Non-discretionary$1.26B
Total (RAUM)$1.52B