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THE PILLAR STRATEGIES

FLEMINGTON, NJ · CRD 166641 · IAPD ↗ · 908-782-0001

$175.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
December 2024 — THE PILLAR STRATEGIES notice-filed in NH, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — THE PILLAR STRATEGIES added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — THE PILLAR STRATEGIES reported RAUM up 44% ($92.7M -> $133.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.