|
⚲
|
| Pillar Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 159642 |
| SEC # | 801-110543 |
| CIK # | 0001632226 |
| AUM | $296.2 MM (2024-03-28) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Phone | 302-409-3500 |
| Address | 223 Swinburne Road West Chester, PA 19382 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 1.0 | |
| AAPL | 2,382,844.0 | 0.9 | |
| GOOG | 1,482,566.4 | 0.9 | |
| GILD | 78,030.8 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 45.4 |
| (b) Individuals (high net worth individuals) | 122 | 241.7 |
| (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 | 1.3 |
| (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 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 296.2 |
| By Discretionary | ||
| Discretionary | 773 | 293.9 |
| Non-Discretionary | 17 | 2.4 |
| Total | 790 | 296.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.2 | |
| Total | 790 | 296.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632226] |
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|---|---|---|
|
Serenity Investment Advisors LLC
✚
|
IL | 0.3 |
|
Kirtland Financial Management Inc
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|
FL | 0.3 |
|
Mendel Money Management Inc
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IL | 0.3 |
|
Sitrin Capital Management LLC
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CA | 0.3 |
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Alternative Investment Advisors LLC
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FL | 0.3 |
|
Capital Consulting & Asset Management Inc
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NE | 0.3 |
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Register Financial Advisors LLC
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GA | 0.3 |
|
Marin Wealth Advisors LLC
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|
CA | 0.3 |
|
Congress Park Capital LLC
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NY | 0.3 |
|
Family Capital Management Inc
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|
MI | 0.3 |