Pillar Point Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 336538
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.16%
- Individuals13.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pillar Point Wealth Management LLC is an independent, individual-owned RIA organized as an LLC that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and identifies itself as an active ESG investor, incorporating environmental, social or governance factors into its process. Pillar Point does not position itself as a capital allocator or pension consultant; its client base is individual and family households.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents10%
- Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
George Chang
Principal And Chief Compliance OfficerCRD 5275124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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