Invested Better
Unclaimed

Unclaimed

Unclaimed

David William Armstrong

Pinnacle Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David William Armstrong

David Armstrong is a Certified Financial Planner® registered with the state of Michigan. David has been employed with Pinnacle Investment Advisors, LLC since August 1998. David also currently works full-time as a Tax Partner with Edwards, Ellis, Stanley, Armstrong, Bowren & Co., which is an accounting firm, providing tax and audit services. David has been employed with Edwards, Ellis, Stanley, Armstrong, Bowren & Co. since January 1992.

Firm Information

David Armstrong is currently registered with Pinnacle Investment Advisors, LLC. Pinnacle Investment Advisors, LLC is a registered investment advisor with approximately $64 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. They serve a diverse clientele including high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.

$64.34M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Armstrong’s Registration & Firm History

MI

01/28/2010 - Present

Pinnacle Investment Advisors, LLC (ANN ARBOR MI)

Not sure if David William Armstrong is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Armstrong.
Not sure if David William Armstrong is right for you?