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PINNACLE HOLDINGS, LLC
PINNACLE HOLDINGS, LLC
PINNACLE INVESTMENT ADVISORS
TULSA, Oklahoma
·
2 registered advisors
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CRD# 108086
SEC# 801-57298
0
918-582-6864
01
Firm Overview
AUM
$412M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PINNACLE HOLDINGS, LLC
2 registered advisors
Aimee Nicole Boyer
TULSA, Oklahoma
CRD# 5920311
John Edward Fryrear
TULSA, Oklahoma
CRD# 1537429
05
Office Locations
TULSA, Oklahoma
2 advisors
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Data sourced from SEC Form ADV filings. PINNACLE HOLDINGS, LLC (CRD# 108086) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.