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 under individual ownership and focuses on advisory work for private clients and small entities. The firm provides financial planning and discretionary portfolio management services for individuals, small businesses, and other business or institutional clients. It is not identified as an active ESG investor, does not operate as a capital allocator, and is not listed as a multi-state adviser. The firm bills using a mix of percentage-of-AUM, hourly, and fixed fees. FINTRX does not list an SEC registration year for the adviser, and the dataset does not indicate affiliations with pension consulting or related-adviser structures.
Assets & Accounts
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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