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Bert Wayne Ellis

Managing MemberPinnacle Portfolio Advisors, LLCCRD 5600303

About Bert Wayne Ellis

Bert Wayne Ellis is listed as Managing Member at Pinnacle Portfolio Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Pinnacle Portfolio Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bert Wayne Ellis work?

Bert Wayne Ellis is listed as Managing Member at Pinnacle Portfolio Advisors, LLC on SEC Form ADV.

How much of Pinnacle Portfolio Advisors, LLC does Bert Wayne Ellis own?

Form ADV reports a beneficial ownership band of Over 75%.

Pinnacle Portfolio Advisors, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2017