Skip to main content

PINNACLE FINANCIAL GROUP LLC

SEC Form ADV profile.

Total regulatory AUM
$672,669,051
Discretionary
$640,173,344
Non-discretionary
$32,495,707

Firm details

CRD number
116600
SEC file number
801-71357
Main office
WESTERN SPRINGS, IL, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.