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| Keyboard |
| Pinnacle Pension Consultants LLC
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|---|---|
| CRD # | 133442 |
| SEC # | 801-68286 |
| CIK # | |
| AUM | 2,169.1 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 857-302-4105 |
| Address | 1492 Highland Ave Needham, MA 02492 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 66 | 2.2 |
| By Discretionary | ||
| Discretionary | 23 | 0.3 |
| Non-Discretionary | 43 | 1.9 |
| Total | 66 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 66 | 2.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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|
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|
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