Overview
Assets Under Management: $341 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 92
Average Client Assets: $1 million
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