PINNACLE FINANCIAL GROUP LLC
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
FINTRXOverview
Pinnacle Financial Group LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 2010. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of sub‑advisers. Its billing mixes asset‑based fees with hourly and fixed‑fee arrangements. The firm is not positioned as an ESG investor and does not operate as a multistate adviser. Pinnacle was recognized in FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
- State & Local Bonds1%
Contacts
3 of 5JAMES STORK
PrincipalCRD 4205762
SEAN MORAN
Senior Wealth ManagerCRD 4778230
VINCENT HARAMBASIC
Principal, Managing MemberCRD 4992961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$364M in ETFs
55%
$200M
39%
$164M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $32.6M | 916,900 | 8.96% |
Location
WESTERN SPRINGS, IL
COOK
Location
WESTERN SPRINGS, IL
Headquartered in WESTERN SPRINGS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 823 Burlington Ave
- Time zone
- CT (UTC-6)
- Office locations
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