Brent
Wright
Pinnacle Investment Advisors
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About this Advisor
Brent Wright is a financial advisor based in Tulsa, Oklahoma, working with Pinnacle Investment Advisors. Brent has previously held positions at Native American Fund Advisors, Oklahoma Air National Guard, and Oklahoma Department Of Commerce. Brent has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Brent is part of Pinnacle Investment Advisors, which operates out of Tulsa, Oklahoma. The firm has 8 employees and manages assets totaling $411.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Pinnacle Investment Advisors includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Investment Advisors Brokerage Details
$411,656,044
8
440
$935,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Brent Wright Work History
Oklahoma Department Of Commerce
Oklahoma Air National Guard
Oklahoma Air National Guard
Native American Fund Advisors
Disclosures
Please visit the SEC profile of Brent Wright 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 Investment Advisors
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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