PINNACLE RETIREMENT & FINANCIAL PLANNING

PINNACLE RETIREMENT & FINANCIAL PLANNING of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 136331). Regulatory assets under management: $65.2M.

Registration

• CRD: 136331
• Type: Registered investment adviser
• Location: 165 NORTH REDWOOD DRIVE, SAN RAFAEL, CA, 94903-4896
• Phone: 415-454-0661
• Latest filing: 2026-03-31
• Regulatory AUM: $65.2M
• Discretionary AUM: $65.2M
• Clients: 1
• Accounts: 143

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136331 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search