Pinnacle Pension Consultants Llc, MA — Investment Adviser | BuildTrust

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PINNACLE PENSION CONSULTANTS LLC

Investment AdviceNEEDHAM, MA

Assets Under Management

$1.5B

Total AUM

Donut chart: Discretionary 256.8M, Non-Discretionary 1.3B
Category	Value
Discretionary	256.8M
Non-Discretionary	1.3B

Adviser Information

Field	Value
CRD Number	133442
SEC Number	801-68286
Street Address	1492 HIGHLAND AVE.
Street Address 2	SUITE 9
Location	NEEDHAM, MA 02492
Country	United States
Phone	857-302-4105
Total Employees	3

Client Count by Type (66 Total)

Horizontal bar chart: Pension/Profit Sharing Pl… 65, Other 1
Category	Value
Pension/Profit Sharing Pl…	65
Other	1