Partner · Pinnacle Investment Advisors
Aimee N. Boyer
CRD 5920311 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinnacle Investment Advisors, an SEC-registered wealth manager based in Tulsa, OK with $508 million in regulatory assets, lists Aimee N. Boyer on its Form ADV as Partner.
Firms and roles
- Pinnacle Investment AdvisorsPartnerWealth manager · Tulsa, OK · $508M in regulatory assets
AtlasMembers
Aimee’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- David M. PoarchManaging Partner/chief Compliance Officer, Pinnacle Investment Advisors
- Robert B. KramerManaging Partner, Pinnacle Investment Advisors
- Susan H. BurghartMember, Pinnacle Investment Advisors
- James A. PoseyMember, Pinnacle Investment Advisors
- Dorothy L. RobertsPartner, Pinnacle Investment Advisors
5 more people named with Aimee on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aimee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.