Investment adviser · CRD 107191
PILLAR FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
PILLAR FINANCIAL ADVISORS INC
WALTHAM, MA, United States · Form ADV filed Mar 15, 2013
- Regulatory AUM
- $603M Form ADV · Item 5.F
- Client accounts
- 685 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
404 WYMAN STREET, SUITE 210WALTHAM, MA, 02451, United States
CRD 107191
Filing source
Form ADV 702527 · Mar 15, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.