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PINNACLE PORTFOLIO ADVISORS, LLC
PINNACLE PORTFOLIO ADVISORS, LLC
PINNACLE PORTFOLIO ADVISORS
BOISE, Idaho
·
2 registered advisors
·
CRD# 287622
SEC# 801-114877
0
208-813-3181
01
Firm Overview
AUM
$151M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PINNACLE PORTFOLIO ADVISORS, LLC
2 registered advisors
Amanda Michelle Rasberry
BOISE, Idaho
CRD# 7009058
Bert Wayne Ellis
BOISE, Idaho
CRD# 5600303
05
Office Locations
BOISE, Idaho
2 advisors
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Data sourced from SEC Form ADV filings. PINNACLE PORTFOLIO ADVISORS, LLC (CRD# 287622) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.