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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Eagle vitalBeacon focus +more
- Established Date
- 07-22-2010
- Office Locations
- 1
Office Locations
About Pillar6 Advisors, LLC
Pillar6 Advisors is an independent fiduciary RIA providing comprehensive financial planning and wealth management for individuals, families, and closely held businesses, with integrated insurance and risk management support. The team emphasizes listening-first advice and systematic portfolio management, supported by a client portal that aggregates financial life, investments, and learning tools. Portfolios are overseen by an investment committee that includes a third-party portfolio manager (World Equity Group/FINRA-SIPC).
Team overview
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Platform
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Owner & Executives
ROMAN M POLNAR
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4305133
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,220,000 | -- |
| Non-Discretionary | $20,030,923 | -- |
| Total | $112,250,923 | -- |
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Separately Managed Accounts
Total SMA Asset: $112,250,923
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,951,038,916 | 48.6% |
| Equity - Exchange | $963,476,008 | 24.0% |
| U.S. Government/Agency | $1,099,968,442 | 27.4% |
| Total | $4,014,483,366 | 100.0% |