PINNACLE FINANCIAL GROUP LLC

823 Burlington Avenue
Western Springs, Illinois 60558
Tel: 708-246-6262

About PINNACLE FINANCIAL GROUP LLC

PINNACLE FINANCIAL GROUP LLC, formally registered with the SEC as PINNACLE FINANCIAL GROUP LLC. The firm was established in 04/19/2010. They have over 2 offices throughout the country.

PINNACLE FINANCIAL GROUP LLC is a Western Springs, Illinois based Financial Planning firm with nearly $571,021,893 assets under management, offering retirement planning & investment advisory services to 1138 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116600
SEC#	801-71357
Assets Managed by Firm	$571,021,893
No. of Clients	1138
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1138	$571,021,893
Individuals (other than high net worth individuals)	208	$96,287,174
High net worth individuals	165	$468,761,542
Pension and profit sharing plans	2	$4,031,415
Charitable organizations	1	$1,074,365
Corporations or other businesses	1	$867,397

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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