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PINNACLE PORTFOLIO ADVISORS, LLC

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Company Details

Name: PINNACLE PORTFOLIO ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 30 Jan 2017 (8 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 537741
Place of Formation: IDAHO
File Number: 537741
ZIP code: 83705
County: Ada County
Principal Address: 1525 S DAVID LANE BOISE, ID 83705
Mailing Address: 1525 S DAVID LN BOISE, ID 83705-5230

Agent

Name Role Address
Bert W Ellis Agent 1525 S DAVID LN, BOISE, ID 83705

Manager

Name Role Address Appointed On
Pinnacle Group, LLC Manager 1525 S DAVID LN, BOISE, ID 83705 2020-12-03

Form 5500 Series

Employer Identification Number (EIN):
815285484
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Annual Report 0006058774 2025-01-09
Annual Report Amendment 0005971372 2024-11-07
Annual Report 0005549602 2024-01-08
Annual Report 0005037325 2022-12-23
Annual Report 0004581779 2022-01-26

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
66300.00
Total Face Value Of Loan:
66300.00

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$66,300
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$66,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$66,681.45
Servicing Lender:
Zions Bank, A Division of
Use of Proceeds:
Payroll: $66,300

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Date of last update: 03 Jul 2025

Sources: Idaho Secretary of State