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Bert Wayne Ellis

PINNACLE PORTFOLIO ADVISORS, LLC·BOISE, Idaho
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1525 S. DAVID LANE, BOISE, ID 83705CRD# 5600303Firm CRD# 287622
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PINNACLE PORTFOLIO ADVISORS, LLC
PINNACLE PORTFOLIO ADVISORS
AUM
$151M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PINNACLE PORTFOLIO ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5600303
Firm CRD# 287622
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Idaho
EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
EAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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