Pinnacle Investment Management Inc.

Pinnacle Investment Management Inc. (CRD# 106222) is a financial advisory firm headquartered in Simsbury, CT. They manage $182,603,000 in 716 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $255,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, RI, TX

Financial Advisors at Pinnacle Investment Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John J. Flanagan
CRD#: 2538635
573 Hopmeadow St., Simsbury, CT 06070
96
Wealthminder
score

John Flanagan (CRD# 2538635) is an Investment Advisor Representative working at Pinnacle Investment Management Inc. in Simsbury, CT and has over 23 years of experience in the finance industry. John Flanagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John W. Eckel
CRD#: 4359135
573 Hopmeadow St, Simsbury, CT 06070
90
Wealthminder
score

John Eckel (CRD# 4359135) is an Investment Advisor Representative working at Pinnacle Investment Management Inc. in Simsbury, CT and has 1 year of experience in the finance industry. John Eckel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Claire T. Hahn
CRD#: 6379928
573 Hopmeadow Street, Greystone Court West, Simsbury, CT 06070
90
Wealthminder
score

Claire Hahn (CRD# 6379928) is an Investment Advisor Representative working at Pinnacle Investment Management Inc. in Simsbury, CT and has over 3 years of experience in the finance industry.

4
Catherine R. Eckel
CRD#: 4359144
573 Hopmeadow St., Simsbury, CT 06070
87
Wealthminder
score

Catherine Eckel (CRD# 4359144) is an Investment Advisor Representative working at Pinnacle Investment Management Inc. in Simsbury, CT and has 1 year of experience in the finance industry.

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