THE PILLAR STRATEGIES
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
FINTRXOverview
The Pillar Strategies is a corporation-structured registered investment adviser that entered SEC registration in 2013 and is owned by an individual. The firm charges clients on a percentage-of-AUM basis and focuses on portfolio management for both individuals/small businesses and for business or institutional clients. It reports an affiliation with a related adviser and lists industry connections that include other investment advisers and accounting professionals. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator in the sense of running a manager-of-managers program.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities42%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1ROY WILLIAMS
CEO and Wealth AdvisorCRD 1161149
Contacts
3 of 3Michael Williams
Managing Director and Wealth AdvisorCRD 7016872
JOHN DEANGELO
Managing Director & Wealth AdvisorCRD 3038418
Paul Esposito
Senior Portfolio ManagerCRD 4843860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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