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Pinnacle Private Wealth, LLC
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Woburn, Massachusetts
$460.9 million AUM
3 offices

Pinnacle Private Wealth, LLC is based in Woburn, Massachusetts and has $460.9 million in assets under management.

Location
100 Trade Center, Suite 600
Woburn, MA 01801
$460.9 million
AUM
14
Employees
AUM Share
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$460,948,496
Assets under management
1,382 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 736 $250,640,407 54% $340,544
High net worth individuals 81 $179,308,089 39% $2,213,680
Pension and profit sharing plans 3 $31,000,000 7% $10,333,333
Employees Share
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14
Employees
12
Investment analysts
86% of total employees
AUM per employee Share
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$460,948,496
Assets under management
$32,924,893
AUM per employee
$38,412,375
AUM per investment analyst
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Compensation

Pinnacle Private Wealth, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Pinnacle Private Wealth, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 170,315
SEC number 801-107018
Legal structure Limited Liability Company
Legal governance Massachusetts, United States
Latest ADV filing date May 22, 2020

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