PINNACLE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- TROY, Ohio
- CRD number
- 287763
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pinnacle Investment Advisors, LLC operates as a limited liability company focused on providing financial planning services and selecting other advisers for its clients. The firm engages in educational seminars and workshops, aiming to enhance clients' understanding of financial matters. While it does not actively pursue ESG investments, it serves as a capital allocator, directing resources into various investment opportunities. The firm is structured to charge fees on an hourly basis, fixed fees, and other arrangements, catering to a diverse client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1STEVEN TEMPLE
Owner and FounderCRD 2608122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TROY, OH
MIAMI
Location
TROY, OH
Headquartered in TROY, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MIAMI
- Address
- 21 Robin Hood Ln
- Time zone
- ET (UTC-5)
- Office locations
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