Bert Wayne Ellis
Managing MemberPinnacle Portfolio Advisors, LLCCRD 5600303
About Bert Wayne Ellis
Bert Wayne Ellis is listed as Managing Member at Pinnacle Portfolio Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Pinnacle Portfolio Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Bert Wayne Ellis work?
Bert Wayne Ellis is listed as Managing Member at Pinnacle Portfolio Advisors, LLC on SEC Form ADV.
How much of Pinnacle Portfolio Advisors, LLC does Bert Wayne Ellis own?
Form ADV reports a beneficial ownership band of Over 75%.
Pinnacle Portfolio Advisors, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |