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Building 2PINNACLE FINANCIAL GROUP LLC

Map pinWESTERN SPRINGS, IL
Phone708-246-6262
NotebookSEC #801-71357
Total AUM
$672.7M
Employees
7
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
823 BURLINGTON AVENUE
WESTERN SPRINGS
IL 60558
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
708-246-6262
Other Offices
1

ReceiptFinancials

Total AUM
$672.7M
Accounts
1,217
Discretionary
$640.2M
Accounts
1,173
Non-Discretionary
$32.5M
Accounts
44

ContactClients

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Individual Clients
194
AUM
$86.8M
HNW Individual Clients
196
AUM
$578.7M
Pension/Profit Sharing Plan Clients
2
AUM
$5M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINLAMINEOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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