PINNACLE PENSION CONSULTANTS LLC

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

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 Status	Approved
Firm CRD#	133442
SEC#	801-68286
Assets Managed by Firm	$1,519,390,565
No. of Clients	66
No. of Advisors	3

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 Clients	AUM
Firm Total	66	$1,519,390,565
Pension and profit sharing plans	65	$1,509,890,565

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