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| Pinnacle Family Advisors LLC
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| |
|---|---|
| CRD # | 145628 |
| SEC # | 801-78013 |
| CIK # | 0001679064 |
| AUM | $272.1 MM (2024-03-27) |
| Employees | 13 (62% Investors, 38% Brokers) |
| Phone | 417-886-6590 |
| Address | 620 W Republic Road Springfield, MO 65807 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 6.2 | |
| AAPL | 2,382,844.0 | 5.7 | |
| ORLY | 41,441.2 | 5.1 | |
| AMZN | 1,092,997.8 | 3.5 | |
| TSLA | 723,390.3 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 780 | 135.1 |
| (b) Individuals (high net worth individuals) | 64 | 72.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 58.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,730 | 272.1 |
| By Discretionary | ||
| Discretionary | 1,729 | 270.9 |
| Non-Discretionary | 1 | 1.1 |
| Total | 1,730 | 272.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.1 | |
| Total | 1,730 | 272.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001679064] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 0.3 |
|
Reutemann Financial Solutions Inc
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|
MD | 0.3 |
|
Guidance Investment Advisors LLC
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|
IN | 0.3 |
|
Eiger Wealth Management LLC
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|
CA | 0.3 |
|
Wealthview Capital LLC
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|
MS | 0.3 |
|
Springvest Wealth Management LLC
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|
TX | 0.3 |
|
Castleview Partners LLC
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|
TX | 0.3 |
|
Coulter & Justus Financial Services LLC
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|
TN | 0.3 |
|
Stewardship Advisory Group LLC
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|
FL | 0.3 |
|
Braeburn Wealth Management LLC
✚
|
MI | 0.3 |