PIKILA
Firm details
- Headquarters
- SIOUX FALLS, South Dakota
- CRD number
- 142700
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1WILLIAM PEDERSON
Chief Compliance OfficerCRD 5561258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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