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PILLAR WEALTH MANAGEMENT CO.
7633 Ganser Way
Suite 210
Madison, Wisconsin 53719
Tel: 608-833-9100
About PILLAR WEALTH MANAGEMENT CO.
PILLAR WEALTH MANAGEMENT CO, formally registered with the SEC as PILLAR WEALTH MANAGEMENT CO. The firm was established in 03/12/2020. They have over 3 offices throughout the country.
PILLAR WEALTH MANAGEMENT CO. is a Madison, Wisconsin based Financial Planning firm with nearly $153,333,325 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118225 |
| SEC# | 801-118211 |
| Assets Managed by Firm | $153,333,325 |
| No. of Clients | 455 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 455 | $153,333,325 |
| Individuals (other than high net worth individuals) | 107 | $30,926,050 |
| High net worth individuals | 107 | $122,407,275 |
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