Pinnacle Portfolio Advisors

Pinnacle Portfolio Advisors (CRD# 287622) is a financial advisory firm headquartered in Boise, ID. They manage $151,360,904 in 66 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $2,293,347
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, WA

Financial Advisors at Pinnacle Portfolio Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Bert W. Ellis
CRD#: 5600303
1525 S. David Lane, Boise, ID 83705

Bert Ellis (CRD# 5600303) is an Investment Advisor Representative working at Pinnacle Portfolio Advisors in Boise, ID and has over 15 years of experience in the finance industry.

2
Amanda M. Rasberry
CRD#: 7009058
1525 S. David Lane, Boise, ID 83705

Amanda Rasberry (CRD# 7009058) is an Investment Advisor Representative working at Pinnacle Portfolio Advisors in Boise, ID and has over 4 years of experience in the finance industry.

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