Pinnacle Financial Group LLC
Pinnacle Financial Group LLC (CRD# 116600) is a financial advisory firm headquartered in Western Springs, IL. They manage $499,745,312 in 1,026 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management500MILLION
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Total Number of Accounts1,026ACCOUNTS
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Average Account Value$487,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, LA, MI, NE, OH, TX
Daniel Fitzgerald (CRD# 5322909) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 16 years of experience in the finance industry.
Vincent Harambasic (CRD# 4992961) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 18 years of experience in the finance industry.
James Stork (CRD# 4205762) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 23 years of experience in the finance industry.