Pilotage Private Wealth Ag

Pilotage Private Wealth Ag (CRD# 169908) is a financial advisory firm headquartered in Zurich, . They manage $455,947,205 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $20,724,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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 Pilotage Private Wealth Ag
Showing 1 - 1 of 1 top financial advisors.
1
William R. Dubois
CRD#: 1592391
Lintheschergasse 23, Zurich, 8001
93
Wealthminder
score

William Dubois (CRD# 1592391) is an Investment Advisor Representative working at Pilotage Private Wealth Ag in Zurich, and has over 29 years of experience in the finance industry.

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