Pinnacle Financial Freedom LLC
RIASEC Registered
Total AUM
$20.4M
Discretionary
$20.4M
100% of AUM
Avg account
$226K
Accounts
90
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 319369
- Website
- pinnaclefinancialfreedom.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI78.91%
- Individuals21.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pinnacle Financial Freedom LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. It operates on a fixed-fee structure and does not position itself as a capital allocator or pension consultant. The adviser does not identify as an active ESG investor and is not flagged as a multi-state or related adviser in the available record.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities17%
- Cash & Cash Equivalents14%
Owners & executives
1 of 1
Nigel Upton
Chief Financial AdvisorCRD 7518062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Diversified Capital Corp.
RIAAUM $20.4MTEAM 1REPS 1
Heal Financial LLC
RIAAUM $20.3MTEAM 1REPS 1
Compass Technology Group, Inc.
RIAMenlo Park, CA
AUM $20.3MTEAM 3REPS 3
Golden Lion Wealth Management, LLC
RIAAUM $20.4MTEAM 1REPS 1
About Time Financial Planning
RIAAUM $20.4MTEAM 1REPS 1
Obertlik Wealth Management LLC
RIAAUM $20.4MTEAM 1REPS 1