PINNACLE FAMILY ADVISORS, LLC

SPRINGFIELD, Missouri·11 registered advisors·CRD# 145628
SEC# 801-780131417-886-6590
01

Firm Overview

AUM
$272M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PINNACLE FAMILY ADVISORS, LLC

11 registered advisors
Charles Thomas Kohout
SPRINGFIELD, Missouri
Gregory A Horton
SPRINGFIELD, Missouri
James Ray Batten
SPRINGFIELD, Missouri
Jeffrey Marc Britton
SPRINGFIELD, Missouri
Kimberly Kay Horton
SPRINGFIELD, Missouri
Mandy Michelle Tucker
SPRINGFIELD, Missouri
Paul Thomas Carroll
SPRINGFIELD, Missouri
Rick Allen Britton
SPRINGFIELD, Missouri
Ronald Sean Mccurry
SPRINGFIELD, Missouri
Thomas R Rankin
SPRINGFIELD, Missouri
Timothy Brian O'reilly
SPRINGFIELD, Missouri
05

Office Locations

SPRINGFIELD, Missouri
11 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PINNACLE FAMILY ADVISORS, LLC (CRD# 145628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.