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 is an individually owned corporate advisory firm registered with the SEC (registration year unknown) and state-registered in Massachusetts. The firm offers financial planning and portfolio management services to individuals, small businesses, and larger business or institutional clients. Compensation models include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not designated as an ESG investor, does not operate as a multistate adviser, and is not listed as a capital allocator or pension consultant.
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
Location
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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