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THE PILLAR STRATEGIES
31 State Route 12
Flemington, New Jersey 08822
Tel: 908-782-0001
About THE PILLAR STRATEGIES
THE PILLAR STRATEGIES, formally registered with the SEC as THE PILLAR STRATEGIES. The firm was established in 02/15/2013. They have over 4 offices throughout the country.
THE PILLAR STRATEGIES is a Flemington, New Jersey based Financial Planning firm with nearly $133,316,000 assets under management, offering retirement planning & investment advisory services to 237 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166641 |
| SEC# | 801-77623 |
| Assets Managed by Firm | $133,316,000 |
| No. of Clients | 237 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 237 | $133,316,000 |
| Other investment advisers | Fewer than 5 clients | $133,316,000 |
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