Overview
Assets Under Management: $172 million
High-Net-Worth Clients: 21
Average Client Assets: $8 million
Frequently Asked Questions
PINNACLE PORTFOLIO ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287622), PINNACLE PORTFOLIO ADVISORS is subject to fiduciary duty under federal law.
PINNACLE PORTFOLIO ADVISORS serves 21 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, PINNACLE PORTFOLIO ADVISORS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PINNACLE PORTFOLIO ADVISORS manages $172 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, PINNACLE PORTFOLIO ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.22
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 73
Discretionary Accounts: 73
Regulatory Filings
CRD Number: 287622
Filing ID: 2049246
Last Filing Date: 2026-02-06 18:02:33