Pilot Wealth Strategies
Firm details
- Headquarters
- ,
- CRD number
- 334347
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses43.32%
- Individuals35.64%
- HNWI21.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pilot Wealth Strategies is an independent, LLC-structured advisory firm that serves individual and family clients as well as institutional accounts. The firm is state-registered in Idaho and Nevada and is owned by an individual principal. Its advisory offering centers on financial planning, portfolio management for individuals, small businesses and institutions, and client education through seminars and workshops. Fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. Pilot Wealth Strategies lists an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- Non-Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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