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).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Pilotage Private Wealth Ag
Showing 1 - 2 of 2 top financial advisors.
1
Yann Rousset
CRD#: 5128378
Lowenstrasse 40, Zurich, 8001

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 R. Rutishauser
CRD#: 6318996
Lowenstrasse 40, 8001 Zurich, 8001

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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