Pillar6 Advisors, LLC

Pillar6 Advisors, LLC (CRD# 154097) is a financial advisory firm headquartered in San Francisco, CA. They manage $18,408,240 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $484,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pillar6 Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Walter L. Anadon
CRD#: 6332486
735 Montgomery Street, Suite 250, San Francisco, CA 94111
100
Wealthminder
score

After working for a major Wall Street firm, I realized my attentive client service is better suited at Pillar6 Advisors, llc. where we support an independent, holistic, and transparent approach for aligning your needs with a wide range of financial solutions.

 

One of my greatest qualities is my ability to listen. As a Financial Advisor and Jr. Portfolio manager, listening closely to your needs gives me the correct information to help guide you through the process and inform you of the options that directly align with your goals.

 

Whether you need solutions for your business, income through your retirement, are growth oriented, or want to leave a legacy and need help maintaining family wealth over generations, I pride myself in effectively informing my clients about their options and connecting them to sound investment solutions for their individual needs.

 

James Anadon (CRD# 6332486) is an Investment Advisor Representative working at Pillar6 Advisros, llc. in San Francisco, CA and has 8 years of experience in the finance industry.

2
Roman M. Polnar
CRD#: 4305133
735 Montgomery Street, Ste 250, San Francisco, CA 94111
100
Wealthminder
score

We are a full service financial planning and wealth management firm for active and purpose driven individuals and their families.

 

We specialize in experiential financial planning, comprehensive investment management and estate planning. 

 

Roman Polnar (CRD# 4305133) is an Investment Advisor Representative and Principal of Pillar6 Advisors, LLC in San Francisco, CA and has 15 years of experience in the personal finance industry.

3
Lawrence A. Souza
CRD#: 1624945
Pacifica, CA
93
Wealthminder
score

Lawrence Souza (CRD# 1624945) is an Investment Advisor Representative working at Pillar6 Advisors, LLC in Pacifica, CA and has over 14 years of experience in the finance industry.

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