PINNACLE INVESTMENT ADVISORS, LLC

PINNACLE INVESTMENT ADVISORS, LLC of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 149495). Regulatory assets under management: $71.8M.

Registration

• CRD: 149495
• Type: Registered investment adviser
• Location: 206 S.4TH AVENUE, ANN ARBOR, MI, 48104
• Phone: 734-662-1746
• Latest filing: 2026-03-23
• Regulatory AUM: $71.8M
• Discretionary AUM: $39.8M
• Non-discretionary AUM: $32.0M
• Clients: 3
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149495 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search