620 W. Republic Road
Suite 104
Springfield, Missouri 65807
Tel: 417-886-6590
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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