Pilots Wealth Management Group

Pilots Wealth Management Group (CRD# 283028) is a financial advisory firm headquartered in Plano, TX. They manage $4,000,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $307,692
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Pilots Wealth Management Group
Showing 1 - 2 of 2 top financial advisors.
1
Andrew M. Kuhn
CRD#: 6353122
1700 Alma Drive, Suite 200, Plano, TX 75075
89
Wealthminder
score

Andrew Kuhn (CRD# 6353122) is an Investment Advisor Representative working at Pilots Wealth Management Group in Plano, TX and has over 2 years of experience in the finance industry.

2
Robert M. Kuhn
CRD#: 2971886
1700 Alma Drive, Suite 200, Plano, TX 75075
26
Wealthminder
score

Robert Kuhn (CRD# 2971886) is an Investment Advisor Representative working at Pilots Wealth Management Group in Plano, TX and has over 20 years of experience in the finance industry.

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