# Pinnacle Investment Advisors

Pinnacle Investment Advisors is a Generic based in Ann Arbor, United States.

## Overview

- **Organization type:** Generic
- **Headquarters:** Ann Arbor, United States
- **Region:** Oceania
- **Address:** 206 S. Fourth Avenue, Ann Arbor, MI 48104
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** pinnacleinvestment.net

## Regulatory record

- **Reports private funds:** No

## About

Pinnacle Investment Management is a firm based in the greater Hartford, CT-area. It offers investment management and financial planning services to individuals and institutions worldwide.

## Offices

- 2155 Butterfield Drive, Ste 305 Troy, MI 48084

## People

- Brian Mulvihill — Contact

## Questions

### How does Pinnacle Investment Advisors source its clients?

The firm holds itself out as a local, relationship-based advisory practice serving individuals and families in Michigan and Florida. It does not market through institutional channels, and its website emphasizes personalized service, trust, and the CPA credential as a mark of professionalism and confidentiality.

### How are client assets custodied at Pinnacle Investment Advisors?

Client assets are held at Charles Schwab, as indicated by the Schwab Login on the firm's site. Millennium Trust is used for alternative asset custody, and Morningstar Portal provides investment analytics. This custodian arrangement is standard for independent RIAs and provides an additional layer of client asset protection.

### What investment services does Pinnacle Investment Advisors offer?

The firm specializes in investment management, retirement planning, and insurance recommendations. It also advises on income tax, gift and estate tax, trusts, and mortgage issues. The bundled service model — tax planning delivered by the same CPA managing the portfolio — is the firm's primary structural feature.

## Related profiles

- [PineStreet Group (PSG)](https://altss.com/profile/pinestreet-group-psg)
- [Principal AGF](https://altss.com/profile/principal-agf)

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Last updated: 2026-06-03T20:00:00.000Z

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