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 registered investment adviser organized as an LLC and SEC-registered since 2013. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory menu includes comprehensive financial planning, portfolio management for individuals, small businesses, institutions and investment companies, selection of other advisers, pension consulting services, and the publication of periodicals or newsletters. Pinnacle offers a range of fee arrangements — percentage of AUM, hourly, subscription, fixed and other fee models — and does not identify as an active ESG investor.