Investment adviser · CRD 170315
PINNACLE PRIVATE WEALTH, LLC
Investment adviser filing (IA)
BURLINGTON, MA, United States · Form ADV filed Apr 22, 2022
- Regulatory AUM
- $820M Form ADV · Item 5.F
- Client accounts
- 1,975 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 13 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 |
|---|---|---|---|
| Individuals | 773 | $510,313,388 | 62.2% |
| High-net-worth individuals | 125 | $309,958,613 | 37.8% |
Filing source
Form ADV 1644465 · Apr 22, 2022 · 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: Apr 22, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 SUMMIT DRIVE, 4TH FLOOR, SUITE 420BURLINGTON, MA, 01803, United States
CRD 170315
Filing source
Form ADV 1644465 · Apr 22, 2022 · 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.