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⚲
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| Pinnacle Financial Group LLC
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|
|
|---|---|
| CRD # | 116600 |
| SEC # | 801-71357 |
| CIK # | 0001511201, 0000910678, 0001520682 |
| AUM | $421.5 MM (2023-03-22) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 708-246-6262 |
| Address | 823 Burlington Avenue Western Springs, IL 60558 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 81.2 |
| (b) Individuals (high net worth individuals) | 136 | 335.8 |
| (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 | 3 | 3.1 |
| (h) Charitable organizations | 1 | 0.8 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 992 | 421.5 |
| By Discretionary | ||
| Discretionary | 951 | 398.3 |
| Non-Discretionary | 41 | 23.2 |
| Total | 992 | 421.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.5 | |
| Total | 992 | 421.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| D | [0000910678] | |
| 4 | [0001511201] | |
| D | [0001520682] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Digiliti Money Group Inc | |
| Peterson Jeffrey Paul | |
| Pinnacle Investment Group LLC | |
| Peterson Ellen Mae | |
| Peterson Terril Hedden |
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