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Gregory A Horton

PINNACLE FAMILY ADVISORS, LLC·SPRINGFIELD, Missouri
Unclaimed Profile
620 W. REPUBLIC ROAD, SPRINGFIELD, MO 65807CRD# 6177153Firm CRD# 145628
01

About

Gregory A Horton is a registered financial advisor based in SPRINGFIELD, Missouri, affiliated with PINNACLE FAMILY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE FAMILY ADVISORS, LLC
PINNACLE FAMILY ADVISORS, LLC
AUM
$272M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 6177153
Firm CRD# 145628
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory A Horton offer?
Gregory A Horton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Missouri for a consultation.
What are Gregory A Horton's credentials?
Gregory A Horton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory A Horton located?
Gregory A Horton is based in SPRINGFIELD, Missouri, working with PINNACLE FAMILY ADVISORS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Gregory A Horton charge for services?
Gregory A Horton's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: shares in fees paid to third party advisers; % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE FAMILY ADVISORS, LLC?
PINNACLE FAMILY ADVISORS, LLC has approximately 13 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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