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Pinnacle Financial Group LLC

● SEC registered since 2010CRD 116600SEC# 801-71357Western Springs, IL
Export (members)
Reg. AUM
$571M
Employees
7
Accounts
1,138
Location
Western Springs, IL

Pinnacle Financial Group LLC assets under management

Pinnacle Financial Group LLC is an SEC-registered investment adviser based in Western Springs, IL. The firm has been registered since 2010. It reports $571 million in regulatory assets under management and employs 7 people.
www.mypinnaclefinancial.comView on SEC.gov ↗

Pinnacle Financial Group LLC owners & executives

7 reported
NameTitleOwnershipSince
Albatross41, LLC ControlOwner50-75%2021
Daniel Brian Fitzgerald ControlManaging MemberUnder 5%2023
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Pinnacle Financial Group LLC manage?

Pinnacle Financial Group LLC reports $571 million in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Financial Group LLC have?

Pinnacle Financial Group LLC reports 7 employees.

Where is Pinnacle Financial Group LLC located?

Pinnacle Financial Group LLC is based in Western Springs, IL and has been SEC-registered since 2010.

Does Pinnacle Financial Group LLC disclose fund performance?

Pinnacle Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address823 Burlington Avenue, Western Springs, IL 60558
Phone708-246-6262
Fax708-246-6288
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$546.3M
Non-discretionary$24.8M
Total (RAUM)$571M