Pilotage Wealth Management Ag

Pilotage Wealth Management Ag (CRD# 153149) is a financial advisory firm headquartered in Pfaffikon Schwyz, . They manage $261,319,611 in 67 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $3,900,293
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, FL, NY, TX

Financial Advisors at Pilotage Wealth Management Ag
Showing 1 - 2 of 2 top financial advisors.
1
Yann Rousset
CRD#: 5128378
47 Churerstrasse, Pfaffikon Schwyz, 8808
93
Wealthminder
score

Yann Rousset (CRD# 5128378) is an Investment Advisor Representative working at Pilotage Wealth Management Ag in Pfaffikon Schwyz, and has over 7 years of experience in the finance industry.

2
Luke P. Harrison
CRD#: 6095544
47 Churerstrasse, Pfaffikon Schwyz, 8808
90
Wealthminder
score

Luke Harrison (CRD# 6095544) is an Investment Advisor Representative working at Pilotage Wealth Management Ag in Pfaffikon Schwyz, and has over 4 years of experience in the finance industry.

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