Overview
Assets Under Management: $153 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 107
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.83
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 455
Discretionary Accounts: 455
Regulatory Filings
CRD Number: 118225
Last Filing Date: 2024-03-11 00:00:00
Website: https://pillarwealth.com