PLANPILOT
  • PLANPILOT
  • PLANPILOT, LLC

Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 02/14/2012
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 5,578,337,916 84%
of that, discretionary 5,578,337,916 84%
Number of Employees 15
of those in investment advisory functions 11
Private Fund GAV* 0
Avg Account Size 192,356,480 14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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