Pinnacle Investment Management Inc.

Pinnacle Investment Management Inc. (CRD# 106222) is a financial advisory firm headquartered in Simsbury, CT. They manage $170,782,000 in 236 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $723,653
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
93
Wealthminder
score

John Flanagan (CRD# 2538635) is an Investment Advisor Representative working at Pinnacle Investment Management Inc. in Simsbury, CT and has over 22 years of experience in the finance industry.

2
Claire T. Hahn
CRD#: 6379928
573 Hopmeadow Street, Greystone Court West, Simsbury, CT 06070
88
Wealthminder
score

Claire Hahn (CRD# 6379928) is an Investment Advisor Representative working at Pinnacle Investment Management Inc. in Simsbury, CT and has over 2 years of experience in the finance industry.

3
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.

4
John W. Eckel
CRD#: 4359135
573 Hopmeadow St, Simsbury, CT 06070
87
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.

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