Overview
Assets Under Management: $302 million
Headquarters: WOBURN, MA
High-Net-Worth Clients: 15
Average Client Assets: $8.7 million
Frequently Asked Questions
PINNACLE PRIVATE WEALTH, LLC 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 #170315), PINNACLE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
PINNACLE PRIVATE WEALTH, LLC is headquartered in WOBURN, MA.
PINNACLE PRIVATE WEALTH, LLC serves 15 high-net-worth clients according to their SEC filing dated July 12, 2018. View client details ↓
According to their SEC Form ADV, PINNACLE PRIVATE WEALTH, LLC 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 PRIVATE WEALTH, LLC manages $302 million in client assets according to their SEC filing dated July 12, 2018.
According to their SEC Form ADV, PINNACLE PRIVATE WEALTH, LLC 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: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.33%
Average Client Assets: $8.7 million
Total Client Accounts: 909
Discretionary Accounts: 905
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 170315
Filing ID: 1229193
Last Filing Date: 2018-07-12 17:19:00