Overview
Assets Under Management: $1.1 billion
Headquarters: PACIFICA, CA
High-Net-Worth Clients: 310
Average Client Assets: $2.9 million
Frequently Asked Questions
PILLAR PACIFIC CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108063), PILLAR PACIFIC CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
PILLAR PACIFIC CAPITAL MANAGEMENT LLC is headquartered in PACIFICA, CA.
PILLAR PACIFIC CAPITAL MANAGEMENT LLC serves 310 high-net-worth clients according to their SEC filing dated February 27, 2018. View client details ↓
According to their SEC Form ADV, PILLAR PACIFIC CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PILLAR PACIFIC CAPITAL MANAGEMENT LLC manages $1.1 billion in client assets according to their SEC filing dated February 27, 2018.
According to their SEC Form ADV, PILLAR PACIFIC CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 310
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.41%
Average Client Assets: $2.9 million
Total Client Accounts: 393
Discretionary Accounts: 380
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 108063
Filing ID: 1174453
Last Filing Date: 2018-02-27 19:09:00