PINNACLE PENSION CONSULTANTS LLC
CRD #133442 SEC #801-68286 NEEDHAM, MA 857-302-4105
SEC Registered
Total AUM
$1.5B
Discretionary
$256.8M
Employees
3
Clients
--
Accounts
66
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.5B | $256.8M | $1.3B | 3 | 66 |
| Dec 2024 | $1.5B | $197M | $1.3B | 3 | 69 |
| Feb 2024 | $1.5B | $197M | $1.3B | 3 | 69 |
| Mar 2023 | $1.3B | $92.6M | $1.2B | 3 | 66 |
| Mar 2022 | $1.4B | $39.6M | $1.3B | 3 | 66 |
| Mar 2021 | $1.3B | $41.6M | $1.2B | 3 | 70 |
| Feb 2020 | $1.3B | $8M | $1.3B | 3 | 75 |
| Mar 2019 | $1.1B | $750K | $1.1B | 4 | 70 |
| May 2018 | $1.5B | $5M | $1.5B | 4 | 69 |
| Mar 2018 | $1.5B | $5M | $1.5B | 4 | 1,500,000,000 |
| Feb 2016 | $1.3B | $0 | $1.3B | 2 | 26 |
DateFeb 2025
Total AUM$1.5B
Discretionary$256.8M
Non-Disc.$1.3B
Employees3
Clients66
DateDec 2024
Total AUM$1.5B
Discretionary$197M
Non-Disc.$1.3B
Employees3
Clients69
DateFeb 2024
Total AUM$1.5B
Discretionary$197M
Non-Disc.$1.3B
Employees3
Clients69
DateMar 2023
Total AUM$1.3B
Discretionary$92.6M
Non-Disc.$1.2B
Employees3
Clients66
DateMar 2022
Total AUM$1.4B
Discretionary$39.6M
Non-Disc.$1.3B
Employees3
Clients66
DateMar 2021
Total AUM$1.3B
Discretionary$41.6M
Non-Disc.$1.2B
Employees3
Clients70
DateFeb 2020
Total AUM$1.3B
Discretionary$8M
Non-Disc.$1.3B
Employees3
Clients75
DateMar 2019
Total AUM$1.1B
Discretionary$750K
Non-Disc.$1.1B
Employees4
Clients70
DateMay 2018
Total AUM$1.5B
Discretionary$5M
Non-Disc.$1.5B
Employees4
Clients69
DateMar 2018
Total AUM$1.5B
Discretionary$5M
Non-Disc.$1.5B
Employees4
Clients1,500,000,000
DateFeb 2016
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees2
Clients26