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Building 2PILLAR FINANCIAL SERVICES, INC.

Map pinWALNUT CREEK, CA
Phone925-407-0320
NotebookSEC #801-62299
Total AUM
$26.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 SOUTH MAIN STREET
SUITE 335
WALNUT CREEK
CA 94596
United States
Operating Hours
8-5
Monday - Friday
Phone
925-407-0320

ReceiptFinancials

Total AUM
$26.9M
Accounts
220
Discretionary
$26.9M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
12B1

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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