Pilot Wealth Management

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

2233 NE 45th Ave, Portland, Oregon, 9721...

Phone Number

(503) 847-9723

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Pilot Wealth Management

Pilot Wealth Management is a Registered Investment Advisor that focuses on strategic alignment and capital management for families and business owners. The firm prioritizes its clients' needs and operates with a strong moral, ethical, and legal obligation to act in their best interests. They provide insights and writings on market trends and investment strategies, aiming to create lasting impact and long-term value. Based in Portland, Oregon, they cater primarily to clients in that region.Explore more
Pilot Wealth Management's Social MediaPopular SearchesPilot Wealth ManagementPilot Micro Equity Fund LLCSIC Code 62,628NAICS Code 52,523Show more

Pilot Wealth Management Org Chart

PhoneEmail
NF
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Portfolio Manager

PhoneEmail
JL
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Managing Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pilot Wealth Management

<$5M
1-10
Private
-
2011
NF
Nicholas FisherPortfolio Manager
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5.6M
11-50
Private
<$5M
2002
IH
Izabela HallettDirector, Client Development
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
MS
Mark SaranExecutive VP, Investments
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pilot Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pilot Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pilot Wealth Management.

Pilot Wealth Management Tech Stack

A closer look at the technologies used by Pilot Wealth Management

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Frequently Asked Questions Regarding Pilot Wealth Management

What is Pilot Wealth Management's official website?
Pilot Wealth Management's official website is www.pilotwm.com
What is Pilot Wealth Management's Revenue?
Pilot Wealth Management's revenue is <$5 Million
What is Pilot Wealth Management's SIC code?
Pilot Wealth Management's SIC: 62,628
What is Pilot Wealth Management's NAICS code?
Pilot Wealth Management's NAICS: 52,523
How many employees does Pilot Wealth Management have?
Pilot Wealth Management has 1-10 employees
What industry does Pilot Wealth Management belong to?
Pilot Wealth Management is in the industry of: Finance, Securities Trading
What is Pilot Wealth Management competition?
Pilot Wealth Management top competitors include: Dynamic Wealth Solutions, Greenwood Capital Associates, Dowd Financial Group, Vigilant Capital Management
What technology does Pilot Wealth Management use?
Some of the popular technologies that Pilot Wealth Management uses are: Squarespace Online Stores, Constant Contact, Adobe Typekit, YouTube
How do I contact Pilot Wealth Management?
Pilot Wealth Management contact info: Phone number: (503) 847-9723 Website: www.pilotwm.com
What does Pilot Wealth Management do?

Pilot Wealth Management is a Registered Investment Advisor that focuses on strategic alignment and capital management for families and business owners. The firm prioritizes its clients' needs and operates with a strong moral, ethical, and legal obligation to act in their best interests. They provide insights and writings on market trends and invest... ment strategies, aiming to create lasting impact and long-term value. Based in Portland, Oregon, they cater primarily to clients in that region.Read More

What are Pilot Wealth Management social media links?
Pilot Wealth Management Linkedin page Pilot Wealth Management Twitter page Pilot Wealth Management Facebook page
Is Pilot Wealth Management a public company?
Pilot Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Pilot Wealth Management

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