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PINNACLE FAMILY ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#145628
SEC#801-78013
Assets Managed by Firm$272,074,066
No. of Clients1730
No. of Advisors13

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 ClientsAUM
Firm Total1730$272,074,066
Individuals (other than high net worth individuals)780$135,082,261
High net worth individuals64$72,153,429
Pension and profit sharing plans1$540,641
Charitable organizations2$105,987
Corporations or other businesses4$5,621,895

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