SEC Form ADV

PINNACLE FINANCIAL GROUP LLC

Firm profile: Pinnacle Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL
$672.7M
Assets Under Management
1,217
Total Clients
7
Employees
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Registration Details

Accession
CRD-116600
Location
WESTERN SPRINGS, IL
Filing Date
March 17, 2026
AUM
$672.7M
Total Clients
1,217
Institutional Clients
3
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

PINNACLE FINANCIAL GROUP LLC is a registered investment adviser headquartered in WESTERN SPRINGS, IL, managing approximately $672.7M in assets across 1,217 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.