Pillar Financial Advisors LLC

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Assets, Funds, Holdings

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Pillar Financial Advisors LLC
CRD #121880
SEC #801-81053
CIK #0002054958
AUM $313.8 M (2025-03-03)
Employees 6 (50% Investors, 0% Brokers)
Phone502-384-3890
Address3046 Breckenridge Lane
Louisville, KY 40220
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
3502802101407002003201020182026
CIK Period
0002054958
Sector Form 13F Holdings Value ($M)
Cohen & Steers Inc 1.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 128 82.5
(b) Individuals (high net worth individuals) 55 231.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 733 313.8
By Discretionary
Discretionary 733 313.8
Non-Discretionary 0 0.0
Total 733 313.8
By Non-United States Persons
Non-United States Persons 4.9
United States Persons 308.9
Total 733 313.8
EDGAR Form CIK 2011 - 2025
13F-HR [0002054958]
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