| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerry Robert Steinborn | Member | 10-25% | 2014 |
| Mark Allen Olsen Control | Managing Member And Chief Compliance Officer | Over 75% | 2011 |
Planpilot, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
Planpilot, LLC reports 14 employees.
Planpilot, LLC is based in Chicago, IL and has been SEC-registered since 2012.
Planpilot, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 223 West Jackson, Suite 800, Chicago, IL 60606 |
| Phone | 312-973-4911 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.71B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.71B |