Pinnacle Investment Advisors, OK — Investment Adviser | BuildTrust

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PINNACLE INVESTMENT ADVISORS

Investment AdviceTULSA, OK

Assets Under Management

$455.2M

Total AUM

Donut chart: Discretionary 444.3M, Non-Discretionary 10.9M
Category	Value
Discretionary	444.3M
Non-Discretionary	10.9M

Adviser Information

Field	Value
CRD Number	108086
SEC Number	801-57298
Street Address	1616 EAST 15TH STREET
Location	TULSA, OK 74120
Country	United States
Phone	918-582-6864
Fax	918-587-6502
Total Employees	8

Client Count by Type (468 Total)

Horizontal bar chart: Individuals (other than H… 313, High Net Worth Individual… 124, Corporations/Businesses 12, Pension/Profit Sharing Pl… 7, Charitable Organizations 7, Pooled Investment Vehicle… 3, State/Municipal Govt Enti… 1, Other 1
Category	Value
Individuals (other than H…	313
High Net Worth Individual…	124
Corporations/Businesses	12
Pension/Profit Sharing Pl…	7
Charitable Organizations	7
Pooled Investment Vehicle…	3
State/Municipal Govt Enti…	1
Other	1