LP Profile

Pinnacle Financial Group

Also known as pinnacle financial

Wealth ManagerWestern Springs, United StatesFounded 1989
$1.4B
Assets Under Management
Western Springs
Headquarters
Investment Focus

About Pinnacle Financial Group

Pinnacle is a fee-only financial planning and wealth management firm near your location and a member of the National Association of Personal Financial Advisors.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Pinnacle Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
3,729
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Pinnacle Financial Group?

Pinnacle Financial Group is a wealth manager based in Western Springs, United States, managing approximately $1.4B in assets.

Where is Pinnacle Financial Group headquartered?

Pinnacle Financial Group is headquartered in Western Springs, United States.

How much does Pinnacle Financial Group manage?

Pinnacle Financial Group manages approximately $1.4B in assets under management.

When was Pinnacle Financial Group founded?

Pinnacle Financial Group was founded in 1989.

How can I contact Pinnacle Financial Group?

Verified contact details, key decision-makers, and investment preferences for Pinnacle Financial Group are available on LPbacked. Create a free account to access them.