TWO PILLARS ASSET MANAGEMENT

RIASEC Registered

Total AUM

$4.6M

Discretionary

$4.6M

100% of AUM

Avg account

$100K

Accounts

Employees

Advisory reps

Firm details

Headquarters: FRISCO, Texas
CRD number: 300859
Website: www.twopillars.financial
Custodians: ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals91.28%
HNWI8.72%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Two Pillars Asset Management is an independent, individually owned registered investment adviser organized as an LLC that serves high-net-worth individuals and families. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management services, along with pension consulting and manager selection. Its fee mix includes assets-under-management fees as well as hourly and fixed-fee engagements. Two Pillars identifies as an active ESG investor and offers selection of outside advisers when clients need access to specialized managers.