Pilotage Private Wealth Ag
Pilotage Private Wealth Ag (CRD# 169908) is a financial advisory firm headquartered in Zurich, . They manage $149,792,730 in 109 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management150MILLION
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$1,374,245
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NY, TX
Financial Advisors at Pilotage Private Wealth Ag
1
Yann Rousset (CRD# 5128378) is an Investment Advisor Representative working at Pilotage Private Wealth Ag in Zurich, and has over 14 years of experience in the finance industry.
2
Claudia Rutishauser (CRD# 6318996) is an Investment Advisor Representative working at Pilotage Private Wealth Ag in 8001 Zurich, and has over 6 years of experience in the finance industry.
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