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PLANPILOT, LLC

Doing business as PLANPILOT. SEC Form ADV profile.

Total regulatory AUM
$5,578,337,916
Discretionary
$5,578,337,916
Non-discretionary
$0

Firm details

CRD number
160319
SEC file number
801-73176
Main office
CHICAGO, IL, United States
Employees
15
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.