PINNACLE FINANCIAL GROUP LLC
CRD #116600 SEC #801-71357 WESTERN SPRINGS, IL 708-246-6262
SEC Registered
Total AUM
$571M
Discretionary
$546.3M
Employees
7
Clients
101
Accounts
1,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $571M | $546.3M | $24.8M | 7 | 0 |
| Sep 2024 | $499.7M | $476.4M | $23.4M | 6 | 0 |
| Mar 2024 | $499.7M | $476.4M | $23.4M | 6 | 0 |
| Mar 2024 | $499.7M | $476.4M | $23.4M | 6 | 0 |
| Sep 2023 | $421.5M | $398.3M | $23.2M | 7 | 0 |
| Jul 2023 | $421.5M | $398.3M | $23.2M | 7 | 0 |
| Mar 2023 | $421.5M | $398.3M | $23.2M | 7 | 0 |
| Aug 2022 | $458.8M | $433.3M | $25.5M | 8 | 4 |
| Mar 2022 | $458.8M | $433.3M | $25.5M | 8 | 4 |
| Feb 2022 | $458.8M | $433.3M | $25.5M | 8 | 4 |
| Aug 2021 | $385.8M | $363.8M | $21.9M | 8 | 0 |
| Aug 2021 | $385.8M | $363.8M | $21.9M | 8 | 0 |
| Feb 2021 | $385.8M | $363.8M | $21.9M | 8 | 0 |
| Aug 2020 | $345M | $308.7M | $36.3M | 6 | 0 |
| Jun 2020 | $345M | $308.7M | $36.3M | 6 | 0 |
| Mar 2020 | $345M | $308.7M | $36.3M | 6 | 0 |
| Oct 2019 | $284.9M | $255.8M | $29.1M | 6 | 4 |
| Jun 2019 | $284.9M | $255.8M | $29.1M | 6 | 4 |
| Apr 2019 | $284.9M | $255.8M | $29.1M | 6 | 4 |
| Jan 2019 | $284.9M | $255.8M | $29.1M | 6 | 4 |
| Jan 2019 | $291M | $205.3M | $85.7M | 6 | 6 |
| Sep 2018 | $291M | $205.3M | $85.7M | 8 | 6 |
| Jul 2018 | $291M | $205.3M | $85.7M | 8 | 6 |
| Mar 2018 | $291M | $205.3M | $85.7M | 8 | 6 |
| Mar 2018 | $291M | $205.3M | $85.7M | 8 | 6 |
| Jul 2017 | $230.3M | $139.8M | $90.5M | 7 | 260 |
| Jan 2017 | $230.3M | $139.8M | $90.5M | 7 | 260 |
| Apr 2016 | $183M | $75M | $108M | 6 | 246 |
| Apr 2016 | $183M | $75M | $108M | 6 | 246 |
| Mar 2016 | $183M | $75M | $108M | 6 | 246 |
| Jul 2015 | $230M | $70M | $160M | 6 | 275 |
| Jun 2015 | $230M | $70M | $160M | 6 | 275 |
| Feb 2015 | $230M | $70M | $160M | 6 | 275 |
| Sep 2014 | $213M | $189.2M | $23.8M | 6 | 200 |
| Sep 2014 | $213M | $189.2M | $23.8M | 6 | 200 |
| Mar 2014 | $213M | $189.2M | $23.8M | 6 | 200 |
| Feb 2013 | $159.1M | $125.7M | $33.4M | 5 | 200 |
| Jan 2013 | $139.3M | $99.6M | $39.7M | 4 | 200 |
| May 2012 | $139.3M | $99.6M | $39.7M | 1 | 200 |
| Mar 2012 | $139.3M | $99.6M | $39.7M | 1 | 200 |
| Aug 2011 | $115M | $0 | $115M | 5 | -- |
| Aug 2011 | $115M | $0 | $115M | 5 | -- |
| Mar 2011 | $115M | $60M | $55M | 5 | -- |
| Nov 2010 | $115M | $60M | $55M | 5 | -- |
| Sep 2010 | $98.7M | $8.5M | $90.2M | 5 | -- |
| Apr 2010 | $98.7M | $8.5M | $90.2M | 5 | -- |
DateMar 2025
Total AUM$571M
Discretionary$546.3M
Non-Disc.$24.8M
Employees7
Clients0
DateSep 2024
Total AUM$499.7M
Discretionary$476.4M
Non-Disc.$23.4M
Employees6
Clients0
DateMar 2024
Total AUM$499.7M
Discretionary$476.4M
Non-Disc.$23.4M
Employees6
Clients0
DateMar 2024
Total AUM$499.7M
Discretionary$476.4M
Non-Disc.$23.4M
Employees6
Clients0
DateSep 2023
Total AUM$421.5M
Discretionary$398.3M
Non-Disc.$23.2M
Employees7
Clients0
DateJul 2023
Total AUM$421.5M
Discretionary$398.3M
Non-Disc.$23.2M
Employees7
Clients0
DateMar 2023
Total AUM$421.5M
Discretionary$398.3M
Non-Disc.$23.2M
Employees7
Clients0
DateAug 2022
Total AUM$458.8M
Discretionary$433.3M
Non-Disc.$25.5M
Employees8
Clients4
DateMar 2022
Total AUM$458.8M
Discretionary$433.3M
Non-Disc.$25.5M
Employees8
Clients4
DateFeb 2022
Total AUM$458.8M
Discretionary$433.3M
Non-Disc.$25.5M
Employees8
Clients4
DateAug 2021
Total AUM$385.8M
Discretionary$363.8M
Non-Disc.$21.9M
Employees8
Clients0
DateAug 2021
Total AUM$385.8M
Discretionary$363.8M
Non-Disc.$21.9M
Employees8
Clients0
DateFeb 2021
Total AUM$385.8M
Discretionary$363.8M
Non-Disc.$21.9M
Employees8
Clients0
DateAug 2020
Total AUM$345M
Discretionary$308.7M
Non-Disc.$36.3M
Employees6
Clients0
DateJun 2020
Total AUM$345M
Discretionary$308.7M
Non-Disc.$36.3M
Employees6
Clients0
DateMar 2020
Total AUM$345M
Discretionary$308.7M
Non-Disc.$36.3M
Employees6
Clients0
DateOct 2019
Total AUM$284.9M
Discretionary$255.8M
Non-Disc.$29.1M
Employees6
Clients4
DateJun 2019
Total AUM$284.9M
Discretionary$255.8M
Non-Disc.$29.1M
Employees6
Clients4
DateApr 2019
Total AUM$284.9M
Discretionary$255.8M
Non-Disc.$29.1M
Employees6
Clients4
DateJan 2019
Total AUM$284.9M
Discretionary$255.8M
Non-Disc.$29.1M
Employees6
Clients4
DateJan 2019
Total AUM$291M
Discretionary$205.3M
Non-Disc.$85.7M
Employees6
Clients6
DateSep 2018
Total AUM$291M
Discretionary$205.3M
Non-Disc.$85.7M
Employees8
Clients6
DateJul 2018
Total AUM$291M
Discretionary$205.3M
Non-Disc.$85.7M
Employees8
Clients6
DateMar 2018
Total AUM$291M
Discretionary$205.3M
Non-Disc.$85.7M
Employees8
Clients6
DateMar 2018
Total AUM$291M
Discretionary$205.3M
Non-Disc.$85.7M
Employees8
Clients6
DateJul 2017
Total AUM$230.3M
Discretionary$139.8M
Non-Disc.$90.5M
Employees7
Clients260
DateJan 2017
Total AUM$230.3M
Discretionary$139.8M
Non-Disc.$90.5M
Employees7
Clients260
DateApr 2016
Total AUM$183M
Discretionary$75M
Non-Disc.$108M
Employees6
Clients246
DateApr 2016
Total AUM$183M
Discretionary$75M
Non-Disc.$108M
Employees6
Clients246
DateMar 2016
Total AUM$183M
Discretionary$75M
Non-Disc.$108M
Employees6
Clients246
DateJul 2015
Total AUM$230M
Discretionary$70M
Non-Disc.$160M
Employees6
Clients275
DateJun 2015
Total AUM$230M
Discretionary$70M
Non-Disc.$160M
Employees6
Clients275
DateFeb 2015
Total AUM$230M
Discretionary$70M
Non-Disc.$160M
Employees6
Clients275
DateSep 2014
Total AUM$213M
Discretionary$189.2M
Non-Disc.$23.8M
Employees6
Clients200
DateSep 2014
Total AUM$213M
Discretionary$189.2M
Non-Disc.$23.8M
Employees6
Clients200
DateMar 2014
Total AUM$213M
Discretionary$189.2M
Non-Disc.$23.8M
Employees6
Clients200
DateFeb 2013
Total AUM$159.1M
Discretionary$125.7M
Non-Disc.$33.4M
Employees5
Clients200
DateJan 2013
Total AUM$139.3M
Discretionary$99.6M
Non-Disc.$39.7M
Employees4
Clients200
DateMay 2012
Total AUM$139.3M
Discretionary$99.6M
Non-Disc.$39.7M
Employees1
Clients200
DateMar 2012
Total AUM$139.3M
Discretionary$99.6M
Non-Disc.$39.7M
Employees1
Clients200
DateAug 2011
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees5
Clients--
DateAug 2011
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees5
Clients--
DateMar 2011
Total AUM$115M
Discretionary$60M
Non-Disc.$55M
Employees5
Clients--
DateNov 2010
Total AUM$115M
Discretionary$60M
Non-Disc.$55M
Employees5
Clients--
DateSep 2010
Total AUM$98.7M
Discretionary$8.5M
Non-Disc.$90.2M
Employees5
Clients--
DateApr 2010
Total AUM$98.7M
Discretionary$8.5M
Non-Disc.$90.2M
Employees5
Clients--