Falists
← Back to search

PLANPILOT

PLANPILOT, LLC

CRD 160319 · SEC 801-73176

Visit website

223 WEST JACKSON, SUITE 800, CHICAGO, IL, 60606, United States

Phone

312-973-4911

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.58B

Discretionary AUM

$5.58B

Team

15 total employees; 11 advisory reps; 143 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Pension consultingFURNISHES ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES

Client types

TypeClientsAUM
Pension/profit sharing plans172$5.58B

States served

CA, CO, IL, IN, IA, KY, MA, MI, MN, NE, NJ, NY, OH, PA, UT, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD