Bert
Ellis
Pinnacle Portfolio Advisors
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About this Advisor
Bert Ellis is a financial advisor based in Boise, Idaho, working with Pinnacle Portfolio Advisors. Bert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Pinnacle Portfolio Advisors, LLC, and Silvercreek Realty Group LLC. Bert has passed the Series 66 regulatory exam and is registered to provide services in California, Idaho, and Washington. Currently, Bert is part of Pinnacle Portfolio Advisors, which operates out of Boise, Idaho. The firm has 5 employees and manages assets totaling $151.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Pinnacle Portfolio Advisors includes asset-based fees.
Certifications and Registrations
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Pinnacle Portfolio Advisors Brokerage Details
$151,360,904
5
66
$2,293,347
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Bert Ellis Work History
Pinnacle Portfolio Advisors, LLC
Silvercreek Realty Group LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Bert Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Portfolio Advisors
Boise, ID
Boise, ID
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