Pilotage Wealth Management AG

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Assets, Funds, Holdings

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Pilotage Wealth Management AG
CRD #153149
SEC #801-71351
CIK #0001601071
AUM
Employees 5 (40% Investors, 0% Brokers)
Phone41225330573
Address47 Churerstrasse
Pfaffikon Schwyz, Switzerland
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002008201320182024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 67 261.3
By Discretionary
Discretionary 48 204.8
Non-Discretionary 19 56.6
Total 67 261.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 261.3
Total 67 261.3
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