Overview
Assets Under Management: $221 million
High-Net-Worth Clients: 2
Average Client Assets: $94 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.94
Average High-Net-Worth Client Assets: $94 million
Total Client Accounts: 367
Discretionary Accounts: 367
Regulatory Filings
CRD Number: 147837
Filing ID: 1953861
Last Filing Date: 2025-03-12 16:55:00
Website: https://pillarwm.com