Investment adviser · CRD 133442
PINNACLE PENSION CONSULTANTS LLC
Investment adviser filing (IA)
NEEDHAM, MA, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $2.17B Form ADV · Item 5.F
- Client accounts
- 66 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 64 | $2,159,320,234 | 99.6% |
| Other clients | 1 | $9,750,000 | 0.4% |
Filing source
Form ADV 2062733 · Mar 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 5, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1492 HIGHLAND AVE., SUITE 9NEEDHAM, MA, 02492, United States
CRD 133442
Filing source
Form ADV 2062733 · Mar 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.