Keith
Pillers

Ackerman Capital Management

CRD#7143703
Investment Advisor
in Dallas, TX

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About this Advisor

Keith Pillers is a financial advisor based in Dallas, Texas, working with Ackerman Capital Management. Keith has previously held positions at Bank Of Texas, D.B.A. The Milestone Group, Inc, Bank Of Texas, Comerica, and Ackerman Capital Management. Keith is registered to provide services in Texas. Currently, Keith is part of Ackerman Capital Management, which operates out of Dallas, Texas. The firm has 7 employees and manages assets totaling $445.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Ackerman Capital Management includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

5956 Sherry Lane Suite 1600
Dallas, TX 75225

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Ackerman Capital Management Brokerage Details

Total Assets Under Management

$445,362,315

TX Average: $3,042,739,679
Total Number of Employees

7

TX Average: 49
Total Number of Accounts

524

TX Average: 2,315
Average Account Size

$849,928

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Keith Pillers Work History

2019 - Present (5 years)

Ackerman Capital Management

2019 - 2019 (< 1 year)

Bank Of Texas, D.B.A. The Milestone Group, Inc

2016 - 2019 (3 years)

Bank Of Texas

2014 - 2015 (1 year)

Comerica

Disclosures

Please visit the SEC profile of Keith Pillers 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 Ackerman Capital Management

Keith Pillers
Dallas, TX
John Hea
Dallas, TX
David Ackerman
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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