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PINNACLE PORTFOLIO ADVISORS
PINNACLE PORTFOLIO ADVISORS, LLC
CRD 287622 · SEC 801-114877
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.9M
Discretionary AUM
$171.9M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $3.1M |
| High net worth individuals | 21 | $168.9M |
| Business development companies | 2 | $0 |
States served
CA, ID, WA
All web addresses on file
Official SEC filing: View on IAPD