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PINNACLE FINANCIAL GROUP LLC
CRD 116600 · SEC 801-71357
823 BURLINGTON AVENUE, WESTERN SPRINGS, IL, 60558, United States
Phone
708-246-6262
Fax
708-246-6288
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$672.7M
Discretionary AUM
$640.2M
Team
7 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $86.8M |
| High net worth individuals | 196 | $578.7M |
| Pension/profit sharing plans | 2 | $5.0M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 1 | $1.0M |
States served
CA, CO, IL, IN, LA, MI, NE, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD