Summary
Pillar Wealth Management
Description
Pillar Wealth Management is a 100% fee-based private wealth management firm that provides customized wealth management advice to high net worth individuals, families, and privately held company owners. The firm, founded by Haitham 'Hutch' E. Ashoo and ...
Strengths
- Pillar Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Pillar Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Pillar Wealth Management's annual revenue
$1169000
Based on Kona Equity data
-
Revenue per employee
$194833
Employee Count
6 employees
Executives
Alicia Cragholm
Assistant Vice President & Financial Advisor
a**@pillarwm.comChanel Zamora
Executive and Admin Assistant
c**@pillarwm.comPatrick Sturm
Owner & Chief Operating Officer
p**@pillarwm.comMichelle Burson
Financial Advisor & Assistant Vice President
m**@pillarwm.comStephen Kragen
Intern
s**@pillarwm.comWilliam Meland
President
w**@pillarwm.comKimberly Shelton
Executive Assistant
k**@pillarwm.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Darrow Wealth Management
darrowwealthmanagement.com- Location: Concord, MA
- Annual Revenue: $1.3M
- Employees: 6
- Darrow Wealth Management is an independent, fee-only wealth management firm based in Boston, MA. They specialize in comprehensive wealth management for individuals and families, offering services such as financial and retirement planning, asset managem...
InTrust Advisors
intrustadvisors.com- Founded in 1997
- Location: Tampa, FL
- Annual Revenue: $1.1M
- Employees: 4
- InTrust Advisors is a boutique wealth management and financial planning firm located in Tampa, Florida. They specialize in helping busy, affluent individuals and institutional clients enhance their returns in both up and down markets through a unique s...
Gratus Capital
gratuscapital.com- Founded in 2005
- Location: Atlanta, GA
- Annual Revenue: $2.0M
- Employees: 19
- Gratus Capital is a boutique wealth management firm focused on serving a select group of individuals and families. They provide comprehensive financial planning services, including investment management, cash flow analysis, tax strategies, and estate p...
Key Information
- Name: Pillar Wealth Management
- Category: Investment management
- Industry: Financial planner
- SIC: 87; 874
- NAICS: 56; 561
See similar companies
-
By City Walnut Creek Small Financial planner in Walnut Creek Mid-size Financial planner in Walnut Creek Investment management in Walnut Creek Small Investment management in Walnut Creek Mid-size Investment management in Walnut Creek
-
By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA Small Financial planner in CA Mid-size Financial planner in CA
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial planner Small Financial planner Mid-size Financial planner Investment management and Financial planner
-
Firmographic data G Score of 3 SIC: 87 SIC: 874 NAICS: 56 NAICS: 561 #Business Services #HR & Staffing
Frequently Asked Questions
Pillar Wealth Management's headquarters are located at 1255 Treat Blvd Ste 300 suite 300 Walnut Creek, CA 94597.
Pillar Wealth Management's official website is pillarwm.com
Pillar Wealth Management's annual revenue is $1.2 M.
Pillar Wealth Management's SIC: 87; 874
Pillar Wealth Management's NAICS: 56; 561.
Pillar Wealth Management has 6 employees
Pillar Wealth Management is in the industry of Investment management.
