P
$83.4K Total AUM
$83.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-12-2024
- Office Locations
- 1
Office Locations
-- Valparaiso IN
About Pinnacle Financial Group LLC
Pinnacle Financial Group LLC is a Valparaiso, IN-based retail RIA providing financial planning and portfolio management, including asset allocation and risk management, with estate planning and insurance planning support. The firm’s managed accounts are primarily ETF-based, and it is led by managing member and CCO Michael Brian Mullen.
Team overview
37 AVG AGE
$83.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Brian Mullen
Chief Compliance Officer, Lead Financial Analyst, Managing Member
- CRD
- #6253139
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,415 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing