THE PILLAR STRATEGIES

RIASEC RegisteredEst. 2013
Total AUM
$175M
Discretionary
$175M
100% of AUM
Avg account
$594K
Accounts
295
Employees
4
Advisory reps
4

Firm details

Headquarters
FLEMINGTON, New Jersey
CRD number
166641
Registered since
February 15, 2013
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Pillar Strategies is a corporation-structured registered investment adviser that entered SEC registration in 2013 and is owned by an individual. The firm charges clients on a percentage-of-AUM basis and focuses on portfolio management for both individuals/small businesses and for business or institutional clients. It reports an affiliation with a related adviser and lists industry connections that include other investment advisers and accounting professionals. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator in the sense of running a manager-of-managers program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 42%, Cash & Cash Equivalents 2%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • ROY WILLIAMS

    CEO and Wealth AdvisorCRD 1161149

Contacts

3 of 3
  • Michael Williams

    Managing Director and Wealth AdvisorCRD 7016872

  • JOHN DEANGELO

    Managing Director & Wealth AdvisorCRD 3038418

  • Paul Esposito

    Senior Portfolio ManagerCRD 4843860

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FLEMINGTON, NJ

HUNTERDON

Location

FLEMINGTON, NJ

Headquartered in FLEMINGTON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
HUNTERDON
Address
31 State Route 12
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth