Pinnacle Pension Consultants LLC

Pinnacle Pension Consultants LLC (CRD# 133442) is a financial advisory firm headquartered in Southborough, MA. They manage $1,320,000,000 in 64 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,320
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $20,625,000
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
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.

MA, ME, NH

Financial Advisors at Pinnacle Pension Consultants LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kenneth J. Masters
CRD#: 4253791
144 Turnpike Road, Suite 110, Southborough, MA 01772
96
Wealthminder
score

Kenneth Masters (CRD# 4253791) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Southborough, MA and has over 15 years of experience in the finance industry.

2
Gregory C. Lewis
CRD#: 4764292
144 Turnpike Road, Suite 110, Southborough, MA 01772
93
Wealthminder
score

Gregory Lewis (CRD# 4764292) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Southborough, MA and has over 11 years of experience in the finance industry.

3
Marc E. Mingolelli
CRD#: 3115606
1101 Worcester Road, Framingham, MA 01701
93
Wealthminder
score

Marc Mingolelli (CRD# 3115606) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Framingham, MA and has over 18 years of experience in the finance industry.

4
Ronald A. York
CRD#: 2091802
1101 Worcester Road, Framingham, MA 01701
93
Wealthminder
score

Ronald York (CRD# 2091802) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Framingham, MA and has over 26 years of experience in the finance industry.

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