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

More Retirement Planning firms in Boise, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

Explore More Retirement Advisors in Boise, Idaho

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.