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
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