Planpilot
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 160319
- Registered since
- February 14, 2012
- Website
- planpilot.com
- Custodians
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Planpilot is an institutional registered investment adviser organized as an LLC and first registered with the SEC in 2012. The firm serves institutional clients and reports advisory work that includes pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Planpilot does not identify as a capital allocator or an active ESG investor in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds100%
Contacts
3 of 9
Scott Hemerda
Senior ConsultantCRD 2968782
Nathan Cassel
Senior ConsultantCRD 3002795
Mark Olsen
Managing DirectorCRD 4642485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 223 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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