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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, GREGORY, CLIFFORD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MARC, ELLIOT | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| MINGOLELLI, MICHAEL, A. | I | MANAGER | NA | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| GCL HOLDINGS LLC | DE | PRINCIPAL OWNER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
| PINNACLE INSURANCE AGENCY, INC. | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MARC, ELLIOT | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
| MINGOLELLI, MICHAEL, A. | I | PINNACLE INSURANCE AGENCY, INC. | C | Control |
Registrations
Federal
IA
Feb 10, 2025 REGISTERED
Notice Filings (5)
IL MA ME NH TX
Address
1492 HIGHLAND AVE.SUITE 9
NEEDHAM, MA 02492
United States
Phone: 857-302-4105