Pinnacle Financial Group LLC
Pinnacle Financial Group LLC is an SEC-registered wealth manager in Western Springs, IL with $672.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Pinnacle Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116600, SEC 801-71357, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $672.7M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Western Springs, IL
- Employees
- 7
- Clients
- 394
- CRD
- 116600
- Ownership
- STORK, JAMES, J; FITZGERALD, DANIEL, BRIAN; UITERMARKT, LARRY, ARTHUR; ALBATROSS41, LLC; TANG, LISA, BAYER
How much AUM does Pinnacle Financial Group LLC have?
Pinnacle Financial Group LLC reported $672.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Pinnacle Financial Group LLC?
Disclosed owners and executives of Pinnacle Financial Group LLC include STORK, JAMES, J, FITZGERALD, DANIEL, BRIAN, UITERMARKT, LARRY, ARTHUR, ALBATROSS41, LLC, TANG, LISA, BAYER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.