Overview
Assets Under Management: $341 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 92
Average Client Assets: $1 million
Frequently Asked Questions
PINNACLE FAMILY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145628), PINNACLE FAMILY ADVISORS, LLC is subject to fiduciary duty under federal law.
PINNACLE FAMILY ADVISORS, LLC is headquartered in SPRINGFIELD, MO.
PINNACLE FAMILY ADVISORS, LLC serves 92 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, PINNACLE FAMILY ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PINNACLE FAMILY ADVISORS, LLC manages $341 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, PINNACLE FAMILY ADVISORS, LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.41
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,876
Discretionary Accounts: 1,876
Regulatory Filings
CRD Number: 145628
Filing ID: 1968929
Last Filing Date: 2025-03-31 08:44:00
Website: https://pinnaclefamilyadvisors.com