PINNACLE HOLDINGS, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 108086). Regulatory assets under management: $508.3M.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
Showing 25 of 32 people.
| Name | Role | Location |
|---|---|---|
| Robert Brett Kramer | MANAGING PARTNER | Tulsa, OK |
| David Monroe Poarch | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | Tulsa, OK |
| Susan Hoke Smith Burghart | MEMBER | — |
| James Andrew Posey | MEMBER | — |
| Dorothy Lou Roberts | PARTNER | — |
| Carol Virginia Poarch | PARTNER | — |
| Timothy Steven Posey | GENERAL COUNSEL; PARTNER | — |
| Aimee Nicole Boyer | PARTNER | — |
| Lamont Edward Cavanaugh | PARTNER | — |
| Ross Owen Swimmer | PARTNER | — |
| Jayme Don Fowler | INVESTMENT ADVISOR | — |
| SMITH SHERMAN E | MEMBER | — |
| POARCH DAVID MONROE | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| KRAMER ROBERT BRETT | MANAGING PARTNER | — |
| POSEY TIMOTHY STEVEN | GENERAL COUNSEL | — |
| FRYREAR JOHN EDWARD | MEMBER | — |
| POSEY JAMES ANDREW | MEMBER | — |
| ROBERTS LESLEY V | PARTNER | — |
| SWIMMER ROSS OWEN | PARTNER | — |
| BURGHART SUSAN SMITH | MEMBER | — |
| SMITH WILLIAM SHERMAN | MEMBER | — |
| WILLIAM SMITH S | MEMBER | — |
| BURGHART SUSAN S | MEMBER | — |
| WRIGHT BRENT WRAY | MEMBER | — |
| Roberts Dorothy L | PARTNER | — |