This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-15-2019
- Office Locations
- 1
Office Locations
About TWO Pillars Asset Management
Two Pillars Asset Management is a Frisco, TX-based independent, fee-only fiduciary RIA providing values-based financial planning, basic online estate planning, and discretionary portfolio management. The firm builds customized stock portfolios emphasizing Liberty, national security, and traditional American values, favoring strong, stable companies that stay neutral on social issues and avoiding woke issuers. Custody includes Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CARLOS LOPEZ JR.
Chief Compliance Officer, Chief Executive Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2528941
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,619,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,619,566 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing