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Building 2PILLAR WEALTH MANAGEMENT CO.

Map pinMADISON, WI
Phone608-833-9100
NotebookSEC #801-118211
Total AUM
$153.3M
Employees
4
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7633 GANSER WAY
SUITE 210
MADISON
WI 53719
United States
Operating Hours
8:00 A.M.- 4:30 P.M.
Monday - Friday
Phone
608-833-9100
Other Offices
2

ReceiptFinancials

Total AUM
$153.3M
Accounts
455
Discretionary
$153.3M
Accounts
455
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$30.9M
HNW Individual Clients
107
AUM
$122.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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