1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PINNACLE FAMILY ADVISORS, LLC

Map pinSPRINGFIELD, MO
Phone417-886-6590
NotebookSEC #801-78013
Total AUM
$371.7M
Employees
13
Clients
917

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 W. REPUBLIC ROAD
SUITE 104
SPRINGFIELD
MO 65807
United States
Operating Hours
9 AM - 4:30 PM
Monday - Friday
Phone
417-886-6590
Other Offices
1

ReceiptFinancials

Total AUM
$371.7M
Accounts
2,007
Discretionary
$371.7M
Accounts
2,007
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
802
AUM
$150.5M
HNW Individual Clients
105
AUM
$144.3M
Investment Company Clients
2
AUM
$73.6M
Pension/Profit Sharing Plan Clients
1
AUM
$727.9K
Charitable Organization Clients
1
AUM
$101.7K
Corporation or Business Clients
6
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLLAMOTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account