| Name | Title | Ownership | Since |
|---|---|---|---|
| Britton Family Dynasty Trust- Dated 10/25/2012 | Member | 10-25% | 2015 |
| Kimberly Kay Horton Revocable Trust-Dated June 2, 1999 | Member | Under 5% | 2017 |
| Paul Thomas Carroll Control | Chief Compliance Officer/Chief Investment Officer | Under 5% | 2009 |
Pinnacle Family Advisors, LLC reports $341.3 million in regulatory assets under management on its Form ADV.
Pinnacle Family Advisors, LLC reports 13 employees.
Pinnacle Family Advisors, LLC is based in Springfield, MO and has been SEC-registered since 2013.
Pinnacle Family Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 620 W. Republic Road, Suite 104, Springfield, MO 65807 |
| Phone | 417-886-6590 |
| Fax | 417-886-6592 |
| Office hours | 9 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1679064 |
| Discloses disciplinary history | No |
| Discretionary | $341.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $341.3M |