PINNACLE PORTFOLIO ADVISORS

1525 S. David Lane
Boise, Idaho 83705
Tel: 208-813-3181

About PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS, formally registered with the SEC as PINNACLE PORTFOLIO ADVISORS. The firm was established in 03/22/2019. They have over 1 offices throughout the country.

PINNACLE PORTFOLIO ADVISORS is a Boise, Idaho based Financial Planning firm with nearly $151,360,904 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287622
SEC#	801-114877
Assets Managed by Firm	$151,360,904
No. of Clients	66
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	66	$151,360,904
Individuals (other than high net worth individuals)	21	$4,541,786
High net worth individuals	27	$74,903,978
Corporations or other businesses	Fewer than 5 clients	$71,915,140

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