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).
Total Assets Under Management18MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$484,427
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.
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.