PILLAR FINANCIAL ADVISORS INC
Legal name: PILLAR FINANCIAL ADVISORS, INC.
CRD #107191 SEC #801-27094 WALTHAM, MA 781-290-4900
SEC Registered
Total AUM
$603.5M
Discretionary
$463.4M
Employees
10
Clients
51
Accounts
685
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOTTARO, DREW, JAMES | I | SENIOR ADVISOR & COO | NA | Control |
| FINN, ALICE, NANCY | I | CO-PRESIDENT | NA | Control |
| FINN, ALICE, NANCY | I | CO-PRESIDENT | NA | Control |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONTES, INEZ | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAXTON, KARLA, ANNE | I | OPERATIONS MANAGER | NA | |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | CO-PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | CO-PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| BALDWIN, WILLIAM, THOMAS | I | PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
| GAMEL, BETH, COHN | I | EXECUTIVE VICE PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 15, 2013 REGISTERED
Notice Filings (1)
MA
Address
404 WYMAN STREETSUITE 210
WALTHAM, MA 02451
United States
Phone: 781-290-4900