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Jeffrey Bruce Ellis

Pinnacle Investment Advisors, LLC

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About Jeffrey Bruce Ellis

Jeffrey Bruce Ellis is a registered Investment Advisor Representative with Pinnacle Investment Advisors, LLC. Jeffrey Bruce Ellis is a licensed Investment Advisor Representative, specializing in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jeffrey Bruce Ellis is also a certified public accountant. Jeffrey Bruce Ellis has been in the financial services industry since 1998. He holds a Series 65 license. Pinnacle Investment Advisors, LLC has approximately $64,337,371 in regulatory assets under management. The firm also has approximately 60 accounts under management. The firm primarily serves high net worth individuals, pooled investment vehicles and pension and profit sharing plans.

Firm Information

Jeffrey Ellis 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.

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financial planning services

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

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Jeffrey Ellis’s Registration & Firm History

MI

11/24/2009 - Present

Pinnacle Investment Advisors, LLC (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 11/20/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Bruce Ellis.
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