Pinnacle Financial Group LLC

RIASEC RegisteredEst. 2010

Total AUM

$673M

Discretionary

$640M

95% of AUM

Avg account

$553K

Accounts

1,217

Employees

Advisory reps

Firm details

Headquarters: Western Springs, Illinois
CRD number: 116600
Registered since: April 19, 2010
Website: www.mypinnaclefinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.03%
Individuals12.9%
Pension & Profit Sharing Plans0.75%
Charitable Organizations0.17%
Corporations / Businesses0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinnacle Financial Group LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2010. The firm functions as a capital allocator for both individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other managers. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. The firm is not positioned as an ESG-focused investor and does not report multi-state adviser status. Pinnacle was listed among "Top RIA Firms" by FA Magazine in 2020.