Mercer Advisors Acquires Hartford-based Pinnacle Investment Management | Mercer Advisors
Hartford Business

Mercer Advisors Acquires Hartford-based Pinnacle Investment Management

January 9, 2018

Mercer Advisors said Tuesday it has acquired Simsbury’s Pinnacle Investment Management Inc. for an undisclosed sum. Pinnacle, an investment management and financial planning firm, has more than $180 million in assets under management. The firm was previously been named to Worth Magazine’s list of top financial advisors and Bloomberg Wealth Manager’s list of top wealth managers.

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