PINNACLE INVESTMENT ADVISORS

233 South Detroit Avenue, Suite 100
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 $374,807,574 assets under management, offering retirement planning & investment advisory services to 384 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	$374,807,574
No. of Clients	384
No. of Advisors	8

Fee Structure

A Percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	384	$374,807,574
Individuals (other than high net worth individuals)	290	$90,632,218
High net worth individuals	65	$148,874,689
Pension and profit sharing plans	12	$29,439,473
Charitable organizations	7	$20,424,679

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$9,643,156,437	2223	49
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$5,687,316,000	61	9
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$5,373,195,683	5	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$4,258,161,897	2625	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$3,769,638,990	4629	114

Explore More Retirement Advisors in Tulsa, Oklahoma

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.