PINNACLE FAMILY ADVISORS, LLC - Financial Advisor in Missouri, Springfield

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:

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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