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
Website: prestigewmg.com
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 privately owned corporate RIA that registered with the SEC in 2013. It charges clients a fee based on a percentage of assets under management and focuses on discretionary portfolio management for both individuals/small businesses and business or institutional clients. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. Filings indicate the adviser has an affiliation with another investment adviser entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

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

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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