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PINNACLE INVESTMENT ADVISORS
TULSA, OK
918-582-6864
SEC #801-57298Total AUM
$508.3M
Employees
7Clients
496Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1616 EAST 15TH STREET
TULSA
OK 74120
United States
TULSA
OK 74120
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
918-582-6864
Financials
Total AUM
$508.3M
Accounts
496Discretionary
$491.5M
Accounts
492Non-Discretionary
$16.8M
Accounts
4
Clients
Individual Clients
330AUM
$137.3M
HNW Individual Clients
128AUM
$204.5M
Pooled Vehicle Clients
3AUM
$57.5M
Pension/Profit Sharing Plan Clients
12AUM
$14.1M
Charitable Organization Clients
9AUM
$30.9M
Government Entity Clients
1AUM
$385.1K
Corporation or Business Clients
12AUM
$25.3M
Other Clients
1AUM
$38.4M
Description of Other Clients
NATIVE AMERICAN TRIBE
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
OK
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.