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 $252,030,050 assets under management, offering retirement planning & investment advisory services to 1776 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	$252,030,050
No. of Clients	1776
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
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters

Firm Client Information

	No. of Clients	AUM
Firm Total	1776	$252,030,050
Individuals (other than high net worth individuals)	766	$113,318,650
High net worth individuals	69	$78,869,050
Pension and profit sharing plans	1	$470,300
Charitable organizations	2	$94,650
Corporations or other businesses	7	$24,283,550

Inquire with PINNACLE FAMILY ADVISORS, LLC

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