Pillar Wealth Management, LLC
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About this Advisor
Haitham Ashoo is a financial advisor working out of Alamo, California with 8 years of industry experience. Ashoo is on the advisory team at Pillar Wealth Management, LLC. They have spent the entirety of their time as a financial advisor at Pillar Wealth Management, Llc. Ashoo holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Colorado, Florida and Texas. Pillar Wealth Management, LLC is an advisory company with a branch in Alamo, California. It has just two people on staff. It controls $176 million in total assets between its 381 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 381 customer accounts, 39% are held by high-net-worth individuals who have greater than $1 million in assets. Pillar Wealth Management, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Pillar Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
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Pillar Wealth Management, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Haitham Ashoo Work History
Haitham has been registered as a financial advisor for 8 years.*
Pillar Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Haitham Ashoo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pillar Wealth Management, LLC
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