Pinnacle Financial Group LLC
● SEC registered since 2010CRD 116600SEC# 801-71357Western Springs, IL
Reg. AUM
$672.7M
Employees
7
Accounts
1,217
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 $672.7 million in regulatory assets under management and employs 7 people.
Pinnacle Financial Group LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albatross41, LLC Control | Owner | 50-75% | 2021 |
| Daniel Brian Fitzgerald Control | Managing Member | Under 5% | 2023 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Financial Group LLC manage?
Pinnacle Financial Group LLC reports $672.7 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
| Address | 823 Burlington Avenue, Western Springs, IL 60558 |
| Phone | 708-246-6262 |
| Fax | 708-246-6288 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$672.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$672.7Mregulatory AUM
Discretionary $640.2MNon-discretionary $32.5M