Pinnacle Financial Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Pinnacle Financial Group LLC
CRD #116600
SEC #801-71357
CIK #0001511201, 0000910678, 0001520682
AUM $421.5 MM (2023-03-22)
Employees 7 (43% Investors, 0% Brokers)
Phone708-246-6262
Address823 Burlington Avenue
Western Springs, IL 60558
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
50040030020010002008201320182024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 203 81.2
(b) Individuals (high net worth individuals) 136 335.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 3.1
(h) Charitable organizations 1 0.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.7
(n) Other 0 0.0
Total 992 421.5
By Discretionary
Discretionary 951 398.3
Non-Discretionary 41 23.2
Total 992 421.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 421.5
Total 992 421.5
EDGAR Form CIK 2011 - 2024
D [0000910678]
4 [0001511201]
D [0001520682]
Form 3/4/5 Subject 2011 - 2024
Digiliti Money Group Inc
Peterson Jeffrey Paul
Pinnacle Investment Group LLC
Peterson Ellen Mae
Peterson Terril Hedden
Comparable Firms State AUM ($BB)
Marshall & Sterling Wealth Advisors Inc
NY 0.4
Sensible Money LLC
AZ 0.4
Mascoma Wealth Management LLC
NH 0.4
Timber Creek Capital Management LLC
MA 0.4
Prairie Wealth Advisors Inc
NE 0.4
Briggs Advisory Group Inc
RI 0.4
Keel Capital AB
0.4
Silverlake Wealth Management LLC
VT 0.4
Affiliated Private Investors LLC
FL 0.4
Mattern Wealth Management LLC
KS 0.4
Terms | Privacy | Guide
tony@aum13f.com