Pilotage Private Wealth Ag is a large advisory firm based in Zurich. It manages $576.81 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, New York, and Texas.
Pilotage Private Wealth Ag provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. 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 Pilotage Private Wealth Ag is $576.81 million. The firm's AUM has grown by 29% since the beginning of its operation, and $450 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Pilotage Private Wealth Ag for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Pilotage Private Wealth Ag is individuals with 58 clients and $547.39 million of assets under management. Among the 9 most similar advisory firms, Pilotage Private Wealth Ag has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $547.39 million for 58 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 30% of the firm’s clients are foreign persons or businesses.
Pilotage Private Wealth Ag doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 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.
Brent Douglas Jaciow has served as the Chief Investment Officer since 1 Dec 2013. Pilotage Shareholders Pool joined the executive team most recently as the Shareholder.
The principal office where Pilotage Private Wealth Ag performs its advisory services is located at Uraniastrasse 32, Zurich, 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41-43-5081717 or by fax 41-43-5081718. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pilotage.ch and its LinkedIn profile.