PINNACLE INVESTMENT ADVISORS

1616 East 15th Street
Tulsa, Oklahoma 74120
Tel: 918-582-6864

About PINNACLE INVESTMENT ADVISORS

PINNACLE INVESTMENT ADVISORS, formally registered with the SEC as PINNACLE INVESTMENT ADVISORS. The firm was established in 02/29/2000. They have over 1 offices throughout the country.

PINNACLE INVESTMENT ADVISORS is a Tulsa, Oklahoma based Financial Planning firm with nearly $411,656,044 assets under management, offering retirement planning & investment advisory services to 440 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108086
SEC#	801-57298
Assets Managed by Firm	$411,656,044
No. of Clients	440
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	440	$411,656,044
Individuals (other than high net worth individuals)	308	$87,815,614
High net worth individuals	72	$188,307,301
Pension and profit sharing plans	9	$18,059,147
Charitable organizations	11	$29,608,838

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