PLANPILOT

223 West Jackson
Suite 800
Chicago, Illinois 60606
Tel: 312-973-4911

About PLANPILOT

PLANPILOT, formally registered with the SEC as PLANPILOT. The firm was established in 02/14/2012. They have over 3 offices throughout the country.

PLANPILOT is a Chicago, Illinois based Financial Planning firm with nearly $3,714,161,018 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160319
SEC#	801-73176
Assets Managed by Firm	$3,714,161,018
No. of Clients	22
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Pesnsion consulting services
Other (FURNISHES ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$3,714,161,018
Pension and profit sharing plans	177	$3,714,161,018

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