PINNACLE PRIVATE WEALTH, LLC
CRD #170315 SEC #801-107018 BURLINGTON, MA 781-932-1044
SEC Registered
Total AUM
$820.3M
Discretionary
$518.2M
Employees
17
Clients
1
Accounts
1,975
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 22, 2022
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| COTTON, DANIEL, JAY | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
| DUDLEY, MYLES, JUSTIN | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Apr 22, 2022 REGISTERED
Notice Filings (12)
AZ CA CT FL LA MA ME NH NY PA RI TX
Address
200 SUMMIT DRIVE4TH FLOOR, SUITE 420
BURLINGTON, MA 01803
United States
Phone: 781-932-1044