PINNACLE PRIVATE WEALTH, LLC

PINNACLE PRIVATE WEALTH, LLC of BURLINGTON, MA is an SEC-registered investment adviser (CRD 170315). Regulatory assets under management: $820.3M.

Registration

• CRD: 170315
• SEC file number: 801-107018
• Type: Registered investment adviser
• Location: 200 SUMMIT DRIVE, 4TH FLOOR, SUITE 420, BURLINGTON, MA, 01803
• Phone: 781-932-1044
• Latest filing: 2022-04-22
• Regulatory AUM: $820.3M
• Discretionary AUM: $518.2M
• Non-discretionary AUM: $302.0M
• Clients: 17
• Accounts: 1,975

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 170315 on SEC IAPD (source of record)
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