PINNACLE FAMILY ADVISORS, LLC

Tel: 417-886-6590 620 W. Republic Road Suite 104 Springfield, Missouri 65807

About PINNACLE FAMILY ADVISORS, LLC

PINNACLE FAMILY ADVISORS, LLC is a Springfield, Missouri based financial advisory firm with nearly $272,074,066 in assets under management and provides investment advisory services for 1730 clients. There are currently 13 financial advisors at the firm.

General Information
Firm CRD#:

145628

Firm SEC#:

801-78013

Assets Under Management:

$272,074,066

No. of Clients:

1730

No. of Advisors:

13

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (FINANCIAL AND BUSINESS CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS)

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