PINNACLE FAMILY ADVISORS, LLC

620 W. Republic Road
Suite 104
Springfield, Missouri 65807
Tel: 417-886-6590

About PINNACLE FAMILY ADVISORS, LLC

PINNACLE FAMILY ADVISORS, LLC, formally registered with the SEC as PINNACLE FAMILY ADVISORS, LLC. The firm was established in 05/14/2013. They have over 2 offices throughout the country.

PINNACLE FAMILY ADVISORS, LLC is a Springfield, Missouri based Financial Planning firm with nearly $272,074,066 assets under management, offering retirement planning & investment advisory services to 1730 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145628
SEC#	801-78013
Assets Managed by Firm	$272,074,066
No. of Clients	1730
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (FINANCIAL AND BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1730	$272,074,066
Individuals (other than high net worth individuals)	780	$135,082,261
High net worth individuals	64	$72,153,429
Pension and profit sharing plans	1	$540,641
Charitable organizations	2	$105,987
Corporations or other businesses	4	$5,621,895

More Retirement Planning firms in Springfield, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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