Overview
Assets Under Management: $153 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 107
Average Client Assets: $1 million
Frequently Asked Questions
PILLAR WEALTH MANAGEMENT CO. 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 #118225), PILLAR WEALTH MANAGEMENT CO. is subject to fiduciary duty under federal law.
PILLAR WEALTH MANAGEMENT CO. is headquartered in MADISON, WI.
PILLAR WEALTH MANAGEMENT CO. serves 107 high-net-worth clients according to their SEC filing dated March 11, 2024. View client details ↓
According to their SEC Form ADV, PILLAR WEALTH MANAGEMENT CO. offers portfolio management for individuals and selection of other advisors. View all service details ↓
PILLAR WEALTH MANAGEMENT CO. manages $153 million in client assets according to their SEC filing dated March 11, 2024.
According to their SEC Form ADV, PILLAR WEALTH MANAGEMENT CO. serves high-net-worth individuals. View client details ↓
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