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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-24-2017
- Office Locations
- 1
Office Locations
About Pinnacle Portfolio Advisors
Pinnacle Portfolio Advisors is a boutique Boise-based RIA providing wealth management, financial planning, and custom portfolio design with an emphasis on income strategies and tax-sensitive investing. The firm serves technology and professional-services executives, business owners, and multi-generational families, coordinating with clients’ CPAs and estate attorneys. Portfolios target long-term stability and growth using ETFs and fixed income; Schwab is the primary custodian.
Team overview
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Custodian
Investment Themes
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Owner & Executives
BERT WAYNE ELLIS
Managing Member
- CRD
- #5600303
- Ownership
- 75% or more
Amanda Michelle Rasberry
Chief Compliance Officer
- CRD
- #7009058
- Ownership
- Less than 5%
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Carolyn Lee Parkinson
--
- CRD
- #8003795
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,929,093 | $2,355,193 |
| Non-Discretionary | $0 | -- |
| Total | $171,929,093 | $2,355,193 |
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Separately Managed Accounts
Total SMA Asset: $171,929,093
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $179,338,687 | 48.9% |
| Cash | $53,178,138 | 14.5% |
| Public Funds | $134,228,956 | 36.6% |
| Total | $366,745,781 | 100.0% |