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Building 2PINNACLE PORTFOLIO ADVISORS

Map pin
Phone208-813-3181
NotebookSEC #801-114877
Total AUM
$171.9M
Employees
3
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-4
Monday - Friday
Phone
208-813-3181

ReceiptFinancials

Total AUM
$171.9M
Accounts
73
Discretionary
$171.9M
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$3.1M
HNW Individual Clients
21
AUM
$168.9M
Business Development Company Clients
2
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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