RIA Intel›Advisers›Massachusetts›PILLAR FINANCIAL ADVISORS INC

PILLAR FINANCIAL ADVISORS INC

Advisory

N·WALTHAM, MA

Data as of Mar 15, 2013 · Source: SEC Form ADV

Total AUM

$603M

1-Year AUM Growth

+5.8%

3-Year CAGR

-1.4%

Employees

6

Assets Under Management

Total AUM$603M

Discretionary AUM$463M

Non-Discretionary AUM$140M

Discretionary %76.8%

Total Clients—

Team

Total Employees6

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingFeb 1, 2001

Latest FilingMar 15, 2013

🔒 Full AUM trend chart and 17 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PILLAR FINANCIAL ADVISORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.