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PINNACLE FINANCIAL GROUP LLC

WESTERN SPRINGS, IL · CRD 116600 · IAPD ↗ · mypinnaclefinancial.com · 708-246-6262

$672.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — PINNACLE FINANCIAL GROUP LLC crossed $500M in regulatory AUM ($499.7M -> $571.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.