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
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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 5 years of experience in the finance industry.
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