PINNACLE FINANCIAL ADVISORS, LLC
CRD #109947 SEC #801-58205 MARLTON, NJ 856-797-8082
SEC Registered
Total AUM
$211.3M
Discretionary
$204M
Employees
9
Clients
51
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $210.2M | $205.4M | $4.9M | 8 | 100 |
| Apr 2014 | $212.7M | $203.7M | $9M | 9 | 100 |
| Mar 2013 | $211.3M | $204M | $7.3M | 9 | 26 |
| Mar 2013 | $211.3M | $204M | $7.3M | 9 | 26 |
| Mar 2012 | $197.8M | $194.8M | $3M | 1 | 26 |
| Mar 2011 | $193.2M | $187.1M | $6.2M | 5 | -- |
| Mar 2010 | $176.3M | $174.6M | $1.8M | 10 | -- |
| Mar 2009 | $154.5M | $153M | $1.6M | 10 | -- |
| Sep 2008 | $195.9M | $194.2M | $1.8M | 10 | -- |
| Mar 2007 | $184.5M | $181.7M | $2.8M | 10 | -- |
| Feb 2007 | $184.5M | $181.7M | $2.8M | 10 | -- |
| Nov 2006 | $173.1M | $170.8M | $2.3M | 10 | -- |
| Mar 2006 | $173.1M | $170.8M | $2.3M | 10 | -- |
| May 2004 | $135.3M | $132.3M | $2.9M | 10 | -- |
| Mar 2004 | $135.3M | $132.3M | $2.9M | 10 | -- |
| Mar 2002 | $123.6M | $116.9M | $6.7M | 10 | -- |
| Jun 2001 | $118.3M | $105.9M | $12.4M | 10 | -- |
DateMar 2015
Total AUM$210.2M
Discretionary$205.4M
Non-Disc.$4.9M
Employees8
Clients100
DateApr 2014
Total AUM$212.7M
Discretionary$203.7M
Non-Disc.$9M
Employees9
Clients100
DateMar 2013
Total AUM$211.3M
Discretionary$204M
Non-Disc.$7.3M
Employees9
Clients26
DateMar 2013
Total AUM$211.3M
Discretionary$204M
Non-Disc.$7.3M
Employees9
Clients26
DateMar 2012
Total AUM$197.8M
Discretionary$194.8M
Non-Disc.$3M
Employees1
Clients26
DateMar 2011
Total AUM$193.2M
Discretionary$187.1M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2010
Total AUM$176.3M
Discretionary$174.6M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2009
Total AUM$154.5M
Discretionary$153M
Non-Disc.$1.6M
Employees10
Clients--
DateSep 2008
Total AUM$195.9M
Discretionary$194.2M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2007
Total AUM$184.5M
Discretionary$181.7M
Non-Disc.$2.8M
Employees10
Clients--
DateFeb 2007
Total AUM$184.5M
Discretionary$181.7M
Non-Disc.$2.8M
Employees10
Clients--
DateNov 2006
Total AUM$173.1M
Discretionary$170.8M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2006
Total AUM$173.1M
Discretionary$170.8M
Non-Disc.$2.3M
Employees10
Clients--
DateMay 2004
Total AUM$135.3M
Discretionary$132.3M
Non-Disc.$2.9M
Employees10
Clients--
DateMar 2004
Total AUM$135.3M
Discretionary$132.3M
Non-Disc.$2.9M
Employees10
Clients--
DateMar 2002
Total AUM$123.6M
Discretionary$116.9M
Non-Disc.$6.7M
Employees10
Clients--
DateJun 2001
Total AUM$118.3M
Discretionary$105.9M
Non-Disc.$12.4M
Employees10
Clients--