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PINNACLE INVESTMENT ADVISORS, LLC
CRD 149495
206 S.4TH AVENUE, ANN ARBOR, MI, 48104, United States
Phone
734-662-1746
Fax
734-662-5299
Registration
— (—)
Source
State registered
Total AUM
$71.8M
Discretionary AUM
$39.8M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.6M |
| High net worth individuals | 23 | $44.5M |
| Pooled investment vehicles | 13 | $9.9M |
| Pension/profit sharing plans | 3 | $14.8M |
All web addresses on file
Official SEC filing: View on IAPD