Pinnacle Financial Group LLC

RIASEC Registered

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 registered investment adviser that serves both individual/family clients and institutional accounts. The firm is SEC-registered (initial registration in 2010) and operates as a limited liability company with a mix of domestic entity and individual ownership. Its business model combines financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting support, and the selection of third-party advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Pinnacle identifies as a capital allocator and does not position itself as an active ESG investor. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.