Planpilot, LLC is a large advisory firm based in Chicago. It manages $135.19 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Illinois, Indiana, Iowa, and 5 other states.
Planpilot provides pension consulting services and furnishes advice to clients on matters not involving securities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Planpilot, LLC is $135.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Planpilot, LLC for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Planpilot is pension and profit sharing plans with 64 clients and $135.19 million of assets under management. Among the 9 most similar advisory firms, Planpilot has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $135.19 million for 64 clients. None of the firm’s clients are foreign persons or businesses.
Planpilot doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Planpilot, LLC performs its advisory services is located at 223 West Jackson, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-973-4911. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at planpilot.com.