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Aimee Nicole Boyer

PINNACLE HOLDINGS, LLC·TULSA, Oklahoma
Unclaimed Profile
1616 EAST 15TH STREET, TULSA, OK 74120CRD# 5920311Firm CRD# 108086
01

About

Aimee Nicole Boyer is a registered financial advisor based in TULSA, Oklahoma, affiliated with PINNACLE HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE HOLDINGS, LLC
PINNACLE INVESTMENT ADVISORS
AUM
$412M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PINNACLE HOLDINGS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 5920311
Firm CRD# 108086
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aimee Nicole Boyer offer?
Aimee Nicole Boyer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Aimee Nicole Boyer's credentials?
Aimee Nicole Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aimee Nicole Boyer located?
Aimee Nicole Boyer is based in TULSA, Oklahoma, working with PINNACLE HOLDINGS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Aimee Nicole Boyer charge for services?
Aimee Nicole Boyer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE HOLDINGS, LLC?
PINNACLE HOLDINGS, LLC has approximately 8 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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