PINNACLE HOLDINGS, LLC
Doing business as PINNACLE INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$508,333,424
Discretionary
$491,515,101
Non-discretionary
$16,818,323
Firm details
- CRD number
- 108086
- SEC file number
- 801-57298
- Main office
- TULSA, OK, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.PINNACLEHOLDINGS.NET
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of October 2026.