P
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Glacier momentumEmber
- Established Date
- 09-28-2010
- Office Locations
- 1
Office Locations
-- Evanston IL
About Pinnacle Planning Advisors, LLC
Pinnacle Planning Advisors, LLC is a fee-only, fiduciary financial planning and investment advisory firm serving retail clients. The practice focuses on helping clients bring clarity and simplify complex financial decisions while building confidence in long-term goals. Based on disclosed SMA holdings, portfolios are primarily implemented with ETFs, making it a good fit for ETF and model-delivery conversations.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$384.6K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Premium access reveals conviction themes in north quantum beacon.
Open the full profile to inspect shifts in insight peak.
Unlock to compare peer behavior around alpha vector.
Request access to benchmark trends tied to harbor capital.
Unlock to compare peer behavior around legacy oak.
See the complete signal summary connected to prime alpha.
Full visibility includes strategy notes for pioneer matrix signal.
See the complete signal summary connected to peak frontier.
Asset Classes
Capital radial Horizon Prime element
Custodian
Capital prime Zenith North pioneer Timber summit Vertex capital Fusion horizon Summit Crest Delta glacier Capital
Investment Themes
Vertex Horizon ember Glacier
Investment Vehicles
Pathway Timber
Services
Harbor catalyst Atlas fusion Focus Timber Quantum Unison meridian Oak focus Focus
Technology
Matrix wave Unison
Owner & Executives
MICHAEL WILLIAM COPE
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5142188
- Ownership
- 75% or more
(907) 751-6228
ember.alpha@frontiercapital.com
in linkedin.com/in/foundation-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,000,000
Equity - Exchange:
38.4% Cash:
61.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,266,848,513 | 38.4% |
| Cash | $3,636,402,824 | 61.6% |
| Total | $5,903,251,337 | 100.0% |