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PINNACLE PORTFOLIO ADVISORS

Tel: 208-813-3181
1525 S. David Lane
Boise, Idaho  83705

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PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS is a Boise, Idaho based financial advisory firm with nearly $151,360,904 in assets under management and provides investment advisory services for 66 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

287622

SEC#:

801-114877

No. of Clients:

66

Assets under Management

$151,360,904

No. of Advisors:

5

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