Overview
Assets Under Management: $571 million
Headquarters: WESTERN SPRINGS, IL
High-Net-Worth Clients: 165
Average Client Assets: $3 million
Frequently Asked Questions
PINNACLE FINANCIAL GROUP 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 #116600), PINNACLE FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
PINNACLE FINANCIAL GROUP LLC is headquartered in WESTERN SPRINGS, IL.
PINNACLE FINANCIAL GROUP LLC serves 165 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, PINNACLE FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PINNACLE FINANCIAL GROUP LLC manages $571 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, PINNACLE FINANCIAL GROUP LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,138
Discretionary Accounts: 1,101
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 116600
Last Filing Date: 2025-03-03 00:00:00
Website: https://mypinnaclefinancial.com