CRD: 149495
Pinnacle Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Vital horizonOptima ember
- Established Date
- 05-27-2009
- Office Locations
- 1
Office Locations
About Pinnacle Investment Advisors, LLC
Pinnacle Investment Advisors, LLC is a CPA-led RIA registered in Michigan and Florida, providing personalized investment management and retirement-focused financial planning for individuals and families. The team also advises on insurance implementation plus income, gift and estate tax, trusts, and mortgage issues. Portfolios are largely implemented with ETFs, often custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
DAVID WILLIAM ARMSTRONG
Financial Advisor, General Partner, Secretary, TREASURER
- CRD
- #4599259
- Ownership
- 25% but less than 50%
JEFFREY BRUCE ELLIS
Insurance Agent, VICE PRESIDENT
- CRD
- #4599254
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BRYAN THOMAS MULVIHILL
Financial Planner
- CRD
- #5090570
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,765,405 | -- |
| Non-Discretionary | $31,998,816 | -- |
| Total | $71,764,221 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,914,100
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $724,436,255 | 11.0% |
| Private Funds | $1,060,311,246 | 16.1% |
| U.S. Government/Agency | $1,145,926,440 | 17.4% |
| Cash | $1,376,428,885 | 20.9% |
| Corporate - Investment Grade | $1,271,056,338 | 19.3% |
| Municipal Bonds | $1,007,624,973 | 15.3% |
| Total | $6,585,784,137 | 100.0% |