Investment adviser · CRD 153149

PILOTAGE WEALTH MANAGEMENT AG

Investment adviser filing (IA)

PFAFFIKON SCHWYZ, Switzerland · Form ADV filed Nov 9, 2016

Regulatory AUM
$261M
Form ADV · Item 5.F
Client accounts
67
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 9, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

47 CHURERSTRASSE
PFAFFIKON SCHWYZ, 8808, Switzerland

CRD 153149

Filing source

Form ADV 1049412 · Nov 9, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.