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- Custodian
- Interactive Brokers ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-05-2015
- Office Locations
- 1
Office Locations
About Pilot Investment Services, LLC
Pilot Financial is an independent financial services firm in Greensboro, NC offering objective investment advice, financial planning, and retirement and insurance guidance for individuals and independent-minded entrepreneurs. Portfolios emphasize asset allocation and risk management, with a tilt toward ETFs and mutual funds. Led by managing principals with 100+ years of combined industry experience; custodians include Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES WILLIAM KERN III
Chief Compliance Officer, Managing Member
- CRD
- #2404048
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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