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PINNACLE FAMILY ADVISORS, LLC
Tel: 417-886-6590
620 W. Republic Road Suite 104
Springfield, Missouri 65807
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
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 ASSET
Firm CRD#:
145628
SEC#:
801-78013
No. of Clients:
1730
Assets under Management
$272,074,066
No. of Advisors:
13
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