Pinnacle Investment Advisors, LLC

Pinnacle Investment Advisors, LLC (CRD# 149495) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $64,337,371 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
206 S.4th Avenue, Ann Arbor, MI 48104
https://www.pinnacleinvestment.net
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $1,072,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Pinnacle Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Armstrong, financial advisor Ann Arbor MI
David W. Armstrong
CRD#: 4599259
206 S.4th Avenue, Ann Arbor, MI 48104

David Armstrong (CRD# 4599259) is an Investment Advisor Representative working at Pinnacle Investment Advisors, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.

2
Jeffrey Ellis, financial advisor Ann Arbor MI
Jeffrey B. Ellis
CRD#: 4599254
206 S.4th Avenue, Ann Arbor, MI 48104

Jeffrey Ellis (CRD# 4599254) is an Investment Advisor Representative working at Pinnacle Investment Advisors, LLC in Ann Arbor, MI and has over 14 years of experience in the finance industry.

3
Bryan Mulvihill, financial advisor Ann Arbor MI
Bryan T. Mulvihill
CRD#: 5090570
206 S.4th Avenue, Ann Arbor, MI 48104

Bryan Mulvihill (CRD# 5090570) is an Investment Advisor Representative working at Pinnacle Investment Advisors, LLC in Ann Arbor, MI and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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