Pinnacle Pension Consultants LLC
● SEC registered since 2007CRD 133442SEC# 801-68286Needham, MA
Reg. AUM
$2.17B
Employees
3
Accounts
66
Location
Needham, MA
Pinnacle Pension Consultants LLC assets under management
Pinnacle Pension Consultants LLC operates as an SEC-registered investment adviser based in Needham, MA. The firm has been registered since 2007. It reports $2.2 billion in regulatory assets under management and employs 3 people.
Pinnacle Pension Consultants LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gcl Holdings LLC Control | Principal Owner | Over 75% | 2015 |
| Gregory Clifford Lewis Control | Chief Compliance Officer & Managing Director | Under 5% | 2007 |
| Gregory Clifford Lewis Control | 100% Owner | Over 75% | 2015 |
Frequently asked questions
How much does Pinnacle Pension Consultants LLC manage?
Pinnacle Pension Consultants LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Pension Consultants LLC have?
Pinnacle Pension Consultants LLC reports 3 employees.
Where is Pinnacle Pension Consultants LLC located?
Pinnacle Pension Consultants LLC is based in Needham, MA and has been SEC-registered since 2007.
Does Pinnacle Pension Consultants LLC disclose fund performance?
Pinnacle Pension Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1492 Highland Ave., Suite 9, Needham, MA 02492 |
| Phone | 857-302-4105 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.17B▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$2.17Bregulatory AUM
Discretionary $279.4MNon-discretionary $1.89B