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Building 2PILOTAGE PRIVATE WEALTH AG

Map pinZURICH
Phone41-43-5081717
NotebookSEC #801-79148
Total AUM
$227.6M
Employees
4
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TODISTRASSE 48
ZURICH
8002
Switzerland
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
41-43-5081717

ReceiptFinancials

Total AUM
$227.6M
Accounts
113
Discretionary
$201.5M
Accounts
95
Non-Discretionary
$26.1M
Accounts
18

ContactClients

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Individual Clients
48
AUM
$58.4M
HNW Individual Clients
14
AUM
$51.9M
Charitable Organization Clients
2
AUM
$6.4M
Insurance Company Clients
1
AUM
$5.1M
Corporation or Business Clients
13
AUM
$85.1M
Other Clients
7
AUM
$20.7M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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