The PINNACLE FAMILY ADVISORS, LLC is a privately held investment adviser that advises $371.7mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. PINNACLE FAMILY ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 29.97% over the last 5-years.
The Group has been registered with the SEC for 13.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 620 W. REPUBLIC ROAD SUITE 104, SPRINGFIELD, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 8 investment and 5 non-investment staff. The total number of Employees decreased by 7.14% over the last 5-years.
Their $371.7mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 8 other accounts. Assets of Individuals clients own $150.53mn or 40.5% of Total Assets and High Net Worth Individuals own $144.34mn or 38.83% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
PINNACLE FAMILY ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.