PIKILA

RIASEC Registered
Total AUM
$1.2M
Discretionary
$0
0% of AUM
Avg account
$1.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
SIOUX FALLS, South Dakota
CRD number
142700
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial Planning

Firm profile

FINTRX

Overview

Pikila is a privately held limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm is owner-operated and bills client relationships on a percentage-of-AUM basis. Core advisory work centers on financial planning, and the firm also acts as an insurance broker and maintains an industry affiliation with an insurance company. Pikila does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • WILLIAM PEDERSON

    Chief Compliance OfficerCRD 5561258

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SIOUX FALLS, SD

MINNEHAHA

Location

SIOUX FALLS, SD

Headquartered in SIOUX FALLS, SD, in the Midwest of the United States.

Region
Midwest
County
MINNEHAHA
Address
1 Old Farm Pl
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth