Pinnacle Timberland Management, Inc. (Little Rock)

Pinnacle Timberland Management, Inc. is a large advisory firm based in Little Rock. It manages $92.74 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Arkansas.

Pinnacle Timberland Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pinnacle Timberland Management: assets under management

The assets under management (AUM) of Pinnacle Timberland Management, Inc. is $92.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.74 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pinnacle Timberland Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Barry L. (Mi Only) Beers serves?

The only and largest group of clients of Barry L. (Mi Only) Beers is pooled investment vehicles with 1 clients and $92.74 million of assets under management. Among the 8 most similar advisory firms, Pinnacle Timberland Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $92.74 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Pinnacle Timberland Management also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $70,000,000 for each fund.

Careers at Pinnacle Timberland Management, Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Barry L. (Mi Only) Beers has been acting as President since 1 Sep 2008. Henry H. (Mi Only) Page joined the executive team most recently as the Vice President/Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barry L. (Mi Only) Beers	President/managing director/chief compliance officer	1 Sep 2008	50% - 75%	6026411
Henry H. (Mi Only) Page	Vice president/managing director	1 Sep 2008	50% - 75%	6026412

Based in Little Rock

The principal office where Pinnacle Timberland Management, Inc. performs its advisory services is located at 650 S. Shackleford Road, Little Rock, AR 72211 The mailing address of the firm is Po Box 474, Watkinsville, GA 30677. An additional office of the firm is in Athens, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 501-954-8883 or by fax 501-954-8886. The normal business hours are 9-5 pm on Monday - Friday.