PINNACLE INVESTMENT ADVISORS, LLC
CRD #116510 SEC #801-61980 SCOTTSDALE, AZ 480-998-4999
SEC Registered
Total AUM
$14M
Discretionary
$14M
Employees
10
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BETTIS, JAMES, CARR | I | MANAGER (PRESIDENT AND CHIEF EXECUTIVE OFFICER) | NA | Control |
| CAMELBACK CAPITAL ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| FARCAP FUND | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BETTIS, JAMES, CARR | I | CAMELBACK CAPITAL ADVISORS, LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2004 REGISTERED
Notice Filings (1)
AZ
Address
14614 N. KIERLAND BLVD.SUITE S-260
SCOTTSDALE, AZ 85254
USA
Phone: 480-998-4999