Pinnacle Portfolio Advisors
Pinnacle Portfolio Advisors is an SEC-registered ria with $171.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Pinnacle Portfolio Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287622, SEC 801-114877, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $171.9M (2026-02-06)
- Firm type
- Ria
- Employees
- 3
- Clients
- 40
- CRD
- 287622
- Ownership
- Rasberry, Amanda, Michelle; ELLIS, BERT, WAYNE
How much AUM does Pinnacle Portfolio Advisors have?
Pinnacle Portfolio Advisors reported $171.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Pinnacle Portfolio Advisors?
Disclosed owners and executives of Pinnacle Portfolio Advisors include Rasberry, Amanda, Michelle, ELLIS, BERT, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.