$83.1M Total AUM
$76.7M Disc. AUM
-- 3Y CAGR
1 Employees
163 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2008
- Office Locations
- 1
Office Locations
560 Green BAY Road Suite 300 Winnetka IL
About Pilot Asset Management LLC
Pilot Asset Management LLC is a Winnetka, IL RIA serving individuals and families with wealth management, employee retirement plans, and long-term retirement planning. Portfolios are built from a personalized mix of stocks, bonds, options, ETFs, and mutual funds, with a notably ETF-heavy SMA allocation. Custody includes Charles Schwab.
Team overview
64 AVG AGE
$83.1M AVG AUM / ADVISOR
$509.8K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Matrix Horizon pioneer
Custodian
Pathway optima Focus quantum Radial Horizon matrix
Investment Themes
Crest north
Investment Vehicles
Vector pioneer Atlas catalyst
Services
Atlas Wave Element
Owner & Executives
M
MICHAEL VLAHANDREAS MR.
Chief Compliance Officer, Principal, Registered Investment Advisor
- CRD
- #5582340
- Ownership
- 75% or more
(590) 739-4575
frontier.eagle@optimacapital.com
in linkedin.com/in/quantum-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,670,561 | -- |
| Non-Discretionary | $6,433,381 | -- |
| Total | $83,103,942 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,103,942
Equity - Exchange:
29.2% Corporate - Investment Grade:
18.1% Cash:
26.0% U.S. Government/Agency:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $551,529,651 | 29.2% |
| Corporate - Investment Grade | $341,872,831 | 18.1% |
| Cash | $491,088,045 | 26.0% |
| U.S. Government/Agency | $504,309,646 | 26.7% |
| Total | $1,888,800,173 | 100.0% |