Unclaimed Profile

Bert Wayne Ellis

PINNACLE PORTFOLIO ADVISORS, LLC·BOISE, Idaho

Series 7, Series 9, Series 10, Series 63, Series 66Clean record17 years registeredPINNACLE PORTFOLIO ADVISORS, LLC

1525 S. DAVID LANE, BOISE, ID 83705CRD# 5600303Firm CRD# 287622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bert Wayne Ellis · BOISE, ID

Registration

CRD #5600303 · PINNACLE PORTFOLIO ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Bert Wayne Ellis is a registered financial advisor based in BOISE, Idaho, affiliated with PINNACLE PORTFOLIO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PINNACLE PORTFOLIO ADVISORS, LLC

PINNACLE PORTFOLIO ADVISORS

AUM

$151M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PINNACLE PORTFOLIO ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5600303

Firm CRD# 287622

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bert Wayne Ellis offer?

Bert Wayne Ellis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.

What are Bert Wayne Ellis's credentials?

Bert Wayne Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Wayne Ellis located?

Bert Wayne Ellis is based in BOISE, Idaho, working with PINNACLE PORTFOLIO ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Bert Wayne Ellis charge for services?

Bert Wayne Ellis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE PORTFOLIO ADVISORS, LLC?

PINNACLE PORTFOLIO ADVISORS, LLC has approximately 5 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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