Pizarro Advisors
Firm details
- Headquarters
- Taunton, Massachusetts
- CRD number
- 333388
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pizarro Advisors is organized as a sole proprietorship and is owned by an individual practitioner. The firm is classified as unclassified in the FINTRX snapshot and does not appear as a multistate or related adviser; its SEC registration year is not listed. The firm's advisory services emphasize financial planning and portfolio management for individuals, small businesses, and business- or institution-level clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which suggests it serves both ongoing portfolio relationships and project-based planning work. FINTRX flags the firm as not being a capital allocator and not a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Abel Pizarro
Financial AdvisorCRD 7702064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Taunton, MA
Bristol
Location
Taunton, MA
Headquartered in Taunton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 38 Somerset Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Bristol Wealth Group
RIATaunton, MA
Green Century Capital Management Inc
RIABoston, MA
Boston Management and Research
RIABoston, MA
Appleton Partners, Inc.
RIABoston, MA
Washington Trust Advisors
RIAWellesley, MA
MOK Financial Planning & Tax, Inc.
RIAMillis, MA