PLANPILOT, LLC
Legal name: PLANPILOT
CRD #160319 SEC #801-73176 CHICAGO, IL 312-973-4911
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
14
Clients
--
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $3.7B | $3.7B | $0 | 14 | 155 |
| Apr 2025 | $3.7B | $3.7B | $0 | 14 | 155 |
| Jan 2025 | $3.7B | $3.7B | $0 | 14 | 155 |
| Feb 2024 | $3B | $3B | $0 | 15 | 168 |
| Nov 2023 | $13B | $2.2B | $10.8B | 13 | 0 |
| Jul 2023 | $2.1B | $2.1B | $0 | 9 | 0 |
| Jan 2023 | $2.1B | $2.1B | $0 | 9 | 0 |
| Nov 2022 | $1.8B | $1.8B | $0 | 8 | 65 |
| Mar 2022 | $1.8B | $1.8B | $0 | 8 | 65 |
| Mar 2022 | $1.8B | $1.8B | $0 | 9 | 65 |
| Aug 2021 | $1.1B | $1.1B | $0 | 9 | 67 |
| Jan 2021 | $1.1B | $1.1B | $0 | 9 | 67 |
| Mar 2020 | $387.7M | $387.7M | $0 | 10 | 70 |
| Feb 2020 | $387.7M | $387.7M | $0 | 10 | 70 |
| Jan 2020 | $135.2M | $135.2M | $0 | 8 | 59 |
| Feb 2019 | $135.2M | $135.2M | $0 | 8 | 59 |
| Jan 2018 | $113.8M | $113.8M | $0 | 8 | 53 |
| Sep 2017 | $111.4M | $111.4M | $0 | 6 | 26 |
| Jun 2012 | $128.4M | $0 | $128.4M | -- | 1 |
DateJun 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees14
Clients155
DateApr 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees14
Clients155
DateJan 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees14
Clients155
DateFeb 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees15
Clients168
DateNov 2023
Total AUM$13B
Discretionary$2.2B
Non-Disc.$10.8B
Employees13
Clients0
DateJul 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees8
Clients65
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees8
Clients65
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees9
Clients65
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients67
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients67
DateMar 2020
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees10
Clients70
DateFeb 2020
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees10
Clients70
DateJan 2020
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees8
Clients59
DateFeb 2019
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees8
Clients59
DateJan 2018
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees8
Clients53
DateSep 2017
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees6
Clients26
DateJun 2012
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees--
Clients1