Pinnacle Pension Consultants LLC

Pinnacle Pension Consultants LLC (CRD# 133442) is a financial advisory firm headquartered in Needham, MA. They manage $1,539,423,223 in 69 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1492 Highland Ave., Suite 9, Needham, MA 02492
http://www.pinnaclepensionconsultants.com
By the Numbers
  • Total Assets Under Management
    1,539
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $22,310,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Pinnacle Pension Consultants LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Lewis, financial advisor Needham MA
Gregory C. Lewis
CRD#: 4764292
1492 Highland Ave., Suite 9, Needham, MA 02492

Gregory Lewis (CRD# 4764292) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Needham, MA and has over 18 years of experience in the finance industry.

2
Ronald York, financial advisor Needham MA
Ronald A. York
CRD#: 2091802
1492 Highland Avenue, Suite 9, Needham, MA 02492

Ronald York (CRD# 2091802) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Needham, MA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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