Pilot Retirement Services, LLC is an adviser based in Ft. Wayne. It manages $1.36 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2005.
Pilot Retirement Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pilot Retirement Services, LLC is $1.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pilot Retirement Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christopher T. Yeager has been acting as President since 1 Dec 2004. Michael Brady Mcardle joined the executive team most recently as the Evp.
The principal office where Pilot Retirement Services, LLC performs its advisory services is located at 4235 Fairfield Avenue, Ft. Wayne, IN 46807, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 260-456-1479 or by fax 260-745-3424. The normal business hours are 9:00 am - 5:00 pm indiana eastern on Monday - Friday. You can find more information about the New York firm at www.pilotholdingsgroup.com.