|
⚲
|
| Pinnacle Portfolio Advisors LLC
✚
| |
|---|---|
| CRD # | 287622 |
| SEC # | 801-114877 |
| CIK # | |
| AUM | $151.4 MM (2024-03-08) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 208-813-3181 |
| Address | 1525 S David Lane Boise, ID 83705 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 4.5 |
| (b) Individuals (high net worth individuals) | 27 | 74.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 71.9 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 151.4 |
| By Discretionary | ||
| Discretionary | 66 | 151.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 66 | 151.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shaffer Capital Advisers LLC
✚
|
OH | 0.2 |
|
Colman Knight Advisory Group LLC
✚
|
MA | 0.2 |
|
Reservoir Retirement Management LLC
✚
|
OH | 0.2 |
|
Broadwater Capital Management LLC
✚
|
MA | 0.2 |
|
Gates PASS Advisors LLC
✚
|
CA | 0.2 |
|
Opus Financial Solutions LLC
✚
|
IL | 0.2 |
|
Eagle Investment Advisors LLC
✚
|
PA | 0.2 |
|
McBride Financial Advisors LLC
✚
|
WA | 0.2 |
|
Steeloaks Investment Advisers Inc
✚
|
WV | 0.2 |
|
Fortune 45 LLC
✚
|
LA | 0.2 |