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Building 2PINNACLE FAMILY ADVISORS, LLC

Map pinSPRINGFIELD, MO
Phone417-886-6590
NotebookSEC #801-68589
Total AUM
$53.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3010 E. BATTLEFIELD STREET
SUITE A
SPRINGFIELD
MO 65804-4018
United States
Operating Hours
9 AM - 4:30 PM
Monday - Friday
Phone
417-886-6590

ReceiptFinancials

Total AUM
$53.7M
Accounts
243
Discretionary
$33.6M
Accounts
237
Non-Discretionary
$20.1M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL AND BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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