PLANPILOT
Total AUM
$5.6B
Employees
15Clients
172Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
223 WEST JACKSON
SUITE 800
CHICAGO
IL 60606
United States
SUITE 800
CHICAGO
IL 60606
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
312-973-4911
Other Offices
9
Financials
Total AUM
$5.6B
Accounts
29Discretionary
$5.6B
Accounts
29Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
172AUM
$5.6B
Services
Services Offered
Other ServicesPension Consulting
Other Services
FURNISHES ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLIAILINKYMAMIMNNENJNYOHPATXUTWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.