| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Michelle Rasberry | Chief Compliance Officer | Under 5% | 2019 |
| Bert Wayne Ellis Control | Managing Member | Over 75% | 2017 |
Pinnacle Portfolio Advisors, LLC reports $171.1 million in regulatory assets under management on its Form ADV.
Pinnacle Portfolio Advisors, LLC reports 6 employees.
Pinnacle Portfolio Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 208-813-3181 |
| Office hours | 4-Aug |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $171.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $171.1M |