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 operates as a sole proprietorship and offers a range of financial services, including financial planning and portfolio management for both individuals and small businesses, as well as businesses or institutions. The firm does not classify itself as a capital allocator and is not actively involved in ESG investing. Its fee structure includes a percentage of assets under management, hourly charges, and fixed fees, providing flexibility for clients with varying needs.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1Abel 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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