CRD: 136331
Pinnacle Retirement & Financial Planning
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
About Pinnacle Retirement & Financial Planning
Pinnacle Retirement & Financial Planning (PRFP) is an independent, fee-only RIA in San Rafael serving individuals and families in the San Francisco Bay Area since 1996. Led by CFP Nancy C. Tattersall, the firm delivers retirement, legacy and comprehensive financial planning, with ongoing personal investment management focused on client risk preferences and asset-allocation portfolios that often use ETFs. Client assets are custodied with Fidelity/NFS.
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Investment Themes
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Owner & Executives
NANCY CARROLL TATTERSALL
Owner, Principal
- CRD
- #1735625
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,243,781 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,243,781 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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