Pinnacle Family Advisors, LLC

RIASEC RegisteredEst. 2013

Total AUM

$372M

Discretionary

$372M

100% of AUM

Avg account

$185K

Accounts

2,007

Employees

Advisory reps

Firm details

Headquarters: Springfield, Missouri
CRD number: 145628
Registered since: May 14, 2013
Website: pinnaclefamilyadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: Individuals40.5%
HNWI38.83%
Investment Companies19.8%
Corporations / Businesses0.65%
Pension & Profit Sharing Plans0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Pinnacle Family Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers a mix of advisory services including financial planning, portfolio management for individuals, small businesses and investment companies, pension consulting, selection of other advisers, and the publication of periodicals or newsletters. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, subscription, fixed and other fee models. Pinnacle does not identify as an active ESG investor.