|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Financial Group LLC
✚
|
|
|---|---|
| CRD # | 116600 |
| SEC # | 801-71357 |
| CIK # | 0001520682, 0002056734, 0001511201, 0000910678 |
| AUM | $571.0 M (2025-03-03) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 708-246-6262 |
| Address | 823 Burlington Avenue Western Springs, IL 60558 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 8.4 | ||
| Facebook Inc | 2.2 | ||
| Uber Technologies Inc | 1.9 | ||
| SailPoint Inc | 1.6 | ||
| elf Beauty Inc | 1.2 | ||
| Nvidia Corp | 0.4 | ||
| Sweetgreen Inc | 0.3 | ||
| International Business Machines Corp | 0.1 | ||
| Oracle Corp | 0.1 | ||
| Innodata Isogen Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 96.3 |
| (b) Individuals (high net worth individuals) | 165 | 468.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,138 | 571.0 |
| By Discretionary | ||
| Discretionary | 1,101 | 546.3 |
| Non-Discretionary | 37 | 24.8 |
| Total | 1,138 | 571.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 571.0 | |
| Total | 1,138 | 571.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0000910678] | |
| 4 | [0001511201] | |
| D | [0001520682] | |
| 13F-HR | [0002056734] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Pinnacle Investment Group LLC | |
| Digiliti Money Group Inc | |
| Peterson Jeffrey Paul | |
| Peterson Ellen Mae | |
| Peterson Terril Hedden |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Management Associates Inc
✚
|
CO | 0.6 |
|
Silverlake Wealth Management LLC
✚
|
VT | 0.6 |
|
Altus Wealth Group LLC
✚
|
CO | 0.6 |
|
ABLE Financial Group LLC
✚
|
AZ | 0.6 |
|
NWK Group Inc
✚
|
CA | 0.6 |
|
Core Wealth Advisors Inc
✚
|
FL | 0.6 |
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.6 |
|
Bright Financial Advisors Inc
✚
|
MI | 0.6 |
|
Early McClintic & McMillan LLC
✚
|
TX | 0.6 |
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |