Keith
Pillers
Ackerman Capital Management
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About this Advisor
Keith Pillers is a certified financial planner operating in Dallas, Texas who has 4 years of relevant experience. Pillers is currently employed by Ackerman Capital Management. Their career trajectory has included roles at Bank Of Texas, D.B.A. The Milestone Group, Inc, Bank Of Texas, Comerica, Holmes, Diggs, Eames and Ackerman Capital Management. Pillers can work in Texas. Ackerman Capital Management is an advisory business based out of Dallas, TX. It handles $439 million in assets under management between its 546 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 546 accounts, 86% are associated with high-net-worth investors who have more than $1 million in assets. The company has a wide array of services, including 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. Financial management fees largely depend on the type of services provided. However, fees billed by Ackerman Capital Management may include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ackerman Capital Management Brokerage Details
$439,194,650
7
546
$804,386
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
Keith has been registered as a financial advisor for 4 years.*
Ackerman Capital Management
Bank Of Texas, D.B.A. The Milestone Group, Inc
Bank Of Texas
Comerica
Holmes, Diggs, Eames
*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.
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
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
