Pinnacle Investment Advisors
Pinnacle Investment Advisors (CRD# 108086) is a financial advisory firm headquartered in Tulsa, OK. They manage $411,656,044 in 440 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management412MILLION
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Total Number of Accounts440ACCOUNTS
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Average Account Value$935,582
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
OK
Aimee Boyer (CRD# 5920311) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 12 years of experience in the finance industry.
Joel Kantor (CRD# 714198) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 41 years of experience in the finance industry.
Robert Kramer (CRD# 1934782) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.
Robert Moore (CRD# 2602111) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 9 years of experience in the finance industry.
David Poarch (CRD# 1572445) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 37 years of experience in the finance industry.
Jayme Fowler (CRD# 1307298) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 39 years of experience in the finance industry.