PILLAR FINANCIAL SERVICES, INC.
CRD #22649 SEC #801-62299 WALNUT CREEK, CA 925-356-6780
SEC Registered Broker-Dealer
Total AUM
$115M
Discretionary
$98M
Employees
5
Clients
101
Accounts
570
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $26.9M | $26.9M | $0 | 5 | -- |
| Jan 2007 | $115M | $98M | $17M | 5 | -- |
| Mar 2006 | $100M | $80M | $20M | 5 | -- |
| Jan 2005 | $95M | $75M | $20M | 5 | -- |
DateMar 2009
Total AUM$26.9M
Discretionary$26.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$115M
Discretionary$98M
Non-Disc.$17M
Employees5
Clients--
DateMar 2006
Total AUM$100M
Discretionary$80M
Non-Disc.$20M
Employees5
Clients--
DateJan 2005
Total AUM$95M
Discretionary$75M
Non-Disc.$20M
Employees5
Clients--