SEC Form ADV · CIK 1679064

PINNACLE FAMILY ADVISORS, LLC

Registered Investment AdviserMO
$371.7M
Assets Under Management
2
Total Clients
13
Employees
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Registration Details

CIK
1679064
Accession
crd-145628
Location
SPRINGFIELD, MO
Filing Date
March 31, 2026
AUM
$371.7M
Total Clients
2
Institutional Clients
4
Employees
13
Amendment
No

Client Types

IndividualsHNW IndividualsInvestment CompaniesPension PlansCharitable OrganizationsCorporations

About this Adviser

PINNACLE FAMILY ADVISORS, LLC is a registered investment adviser headquartered in SPRINGFIELD, MO, managing approximately $371.7M in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.