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).
Current Firm Details
By the Numbers
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Total Assets Under Management151MILLION
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Total Number of Accounts66ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, WA
Financial Advisors at Pinnacle Portfolio Advisors
1
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 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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