PINNACLE PENSION CONSULTANTS LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 133442). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gregory Clifford Lewis | 100% OWNER; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | — |
| MINGOLELLI MICHAEL A | MANAGER; VICE PRESIDENT | — |
| MINGOLELLI MARC ELLIOT | MANAGER; VICE PRESIDENT | — |
| LEWIS GREGORY CLIFFORD | CHIEF COMPLIANCE OFFICER | — |