DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > rhode island > west warwick
PINNACLE INVESTMENT ADVISORS
Tel: 918-582-6864
1616 East 15th Street Tulsa, Oklahoma 74120
PINNACLE INVESTMENT ADVISORS
PINNACLE INVESTMENT ADVISORS is a Tulsa, Oklahoma based financial advisory firm with nearly $411,656,044 in assets under management and provides investment advisory services for 440 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Performance Based
Firm CRD#:
108086
SEC#:
801-57298
No. of Clients:
440
Assets under Management
$411,656,044
No. of Advisors:
8
More Financial Advisory Firms in Tulsa, Rhode Island
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIAM LLC | 133196 | 168 |
| PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | 143 |
| CITIZENS SECURITIES, INC. | 39550 | 418 |
| NAUTIC PARTNERS, LLC | 159822 | 70 |
| PARSONS CAPITAL MANAGEMENT INC | 106295 | 21 |
| UNISON | 155470 | 1 |
More Firms in Tulsa, Rhode Island >>