National Retirement Planning Experts

National Coverage
Local Professionals

PINNACLE PENSION CONSULTANTS LLC

1492 Highland Ave.
Suite 9
Needham, Massachusetts 02492
Tel: 857-302-4105

Need a Financial Advisor?
Compare Vetted Advisors

About PINNACLE PENSION CONSULTANTS LLC

PINNACLE PENSION CONSULTANTS LLC, formally registered with the SEC as PINNACLE PENSION CONSULTANTS LLC. The firm was established in 08/20/2007. They have over 1 offices throughout the country.

PINNACLE PENSION CONSULTANTS LLC is a Needham, Massachusetts based Financial Planning firm with nearly $1,519,390,565 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#133442
SEC#801-68286
Assets Managed by Firm$1,519,390,565
No. of Clients66
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (% OF ASSETS UNDER CONSULTATION)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total66$1,519,390,565
Pension and profit sharing plans65$1,509,890,565

More Retirement Planning firms in Needham, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street
Boston, MA, 02210
$3,964,385,404,654313491264
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street
Boston, MA, 02210
$1,282,732,502,94715592021
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 02110
$1,062,795,395,069172161
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street
Boston, MA, 02210
$1,014,331,002,469246243
STRATEGIC ADVISERS LLC
155 Seaport Blvd
Boston, MA, 02210-2698
$824,740,096,8151965880269

Explore More Retirement Advisors in Needham, Massachusetts