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PINNACLE FAMILY ADVISORS, LLC
CRD 145628 · SEC 801-78013
620 W. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO, 65807, United States
Phone
417-886-6590
Fax
417-886-6592
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$371.7M
Discretionary AUM
$371.7M
Team
13 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsFINANCIAL AND BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 802 | $150.5M |
| High net worth individuals | 105 | $144.3M |
| Investment companies | 2 | $73.6M |
| Pension/profit sharing plans | 1 | $728K |
| Charitable organizations | 1 | $102K |
| Corporations/business entities | 6 | $2.4M |
States served
AR, LA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD