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Building 2PILLAR WEALTH ADVISORS, LLC

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Phone302-409-3500
NotebookSEC #801-110543
Total AUM
$296.2M
Employees
8
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
302-409-3500
Other Offices
2

ReceiptFinancials

Total AUM
$296.2M
Accounts
790
Discretionary
$293.9M
Accounts
773
Non-Discretionary
$2.4M
Accounts
17

ContactClients

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Individual Clients
170
AUM
$45.4M
HNW Individual Clients
122
AUM
$241.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$7.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMDNCNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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