Pinnacle Family Advisors LLC
Legal Name: PINNACLE FAMILY ADVISORS, LLC
Full Contact Details
Pinnacle Family Advisors LLC
620 W. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO
417-886-6590
417-886-6592
Other Info
Pinnacle Family Advisors LLC is a thriving Missouri-based Limited Liability Company with over a dozen staff members, eight of whom serve in advisory capacities. In their capacity as wealth management professionals, they serve a select clientele of just two clients. Pinnacle Family Advisors LLC is fully compliant with SEC regulations, as evidenced by their approved registration status, which dates back to May 2013.
Investment Solutions | #1 Choice | Pinnacle Dynamic Funds
Options to navigate in multiple markets. Focused on stellar service and building relationships. Customized investment solution just for you. Learn more.
Investment Solutions | #1 Choice | Pinnacle Dynamic Funds
Options to navigate in multiple markets. Focused on stellar service and building relationships. Customized investment solution just for you. Learn more.
Direct Owners
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BRITTON FAMILY DYNASTY TRUST, JEFFREY M. BRITTON AND MANDY M. TUCKER TRUSTEES. TRUST IS DATED 10/25/2012
MEMBER owns more than 10% but less than 25%
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CHARLES THOMAS KOHOUT
MEMBER owns more than 5% but less than 10%
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GREGORY A HORTON
MEMBERS owns less than 5%
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KIMBERLY KAY HORTON REVOCABLE TRUST, KIMBERLY KAY HORTON TRUSTEE, DATED JUNE 2, 1999
MEMBER owns less than 5%
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PAUL THOMAS CARROLL
CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER owns less than 5%
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RICK A. BRITTON REVOCABLE TRUST, RICK A. BRITTON TRUSTEE - DATED 10-26-2012
MEMBER owns more than 10% but less than 25%
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RONALD SEAN MCCURRY
MANAGING MEMBER/PRESIDENT owns more than 25% but less than 50%
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THOMAS R RANKIN
MEMBERS owns less than 5%
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TIMOTHY BRIAN O'REILLY
MEMBER owns more than 5% but less than 10%
Indirect Owners
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JEFFREY M BRITTON
TRUSTEE owns 75% or more
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KIMBERLY KAY HORTON
TRUSTEE
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MANDY M TUCKER
TRUSTEE owns 75% or more
-
RICK A BRITTON
TRUSTTE owns 75% or more
Firms Located Nearby
Top Holdings
- First Trust S&P REIT Index Fd. $8,411k
- ISHARES TR S&P 500 GRWT ETF $8,065k
- ISHARES TR CORE S&P500 ETF $7,962k
- ISHARES TR CORE S&P TTL STK $7,248k
- INVESCO QQQ TR UNIT SER 1 $7,023k
- SPDR S&P 500 ETF TR TR UNIT $6,790k
- SPDR DOW JONES INDL $6,307k
- Amazon.com Inc $5,808k
- ISHARES TR S&P 500 VAL ETF $4,255k
- Apple Inc $3,544k