SEC Form ADV · CIK 1679064

PINNACLE FAMILY ADVISORS, LLC

Registered Investment AdviserMO
$371.7M
Assets Under Management
2,007
Total Clients
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Registration Details

CIK
1679064
Accession
CRD-145628
Location
SPRINGFIELD, MO
Filing Date
March 31, 2026
AUM
$371.7M
Total Clients
2,007
Amendment
No

About this Adviser

PINNACLE FAMILY ADVISORS, LLC is a registered investment adviser headquartered in SPRINGFIELD, MO, managing approximately $371.7M in assets across 2,007 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.