Overview
Assets Under Management: $192 million
Headquarters: SIMSBURY, CT
High-Net-Worth Clients: 89
Average Client Assets: $1.6 million
Frequently Asked Questions
PINNACLE INVESTMENT MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106222), PINNACLE INVESTMENT MANAGEMENT INC is subject to fiduciary duty under federal law.
PINNACLE INVESTMENT MANAGEMENT INC is headquartered in SIMSBURY, CT.
PINNACLE INVESTMENT MANAGEMENT INC serves 89 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, PINNACLE INVESTMENT MANAGEMENT INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PINNACLE INVESTMENT MANAGEMENT INC manages $192 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, PINNACLE INVESTMENT MANAGEMENT INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.34%
Average Client Assets: $1.6 million
Total Client Accounts: 690
Discretionary Accounts: 637
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 106222
Filing ID: 1192190
Last Filing Date: 2018-03-15 14:46:00