PlanPilot

Business Contact

John McPike

investment analyst
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Contact Information

PlanPilot
223 West Jackson Boulevard
Chicago, Illinois, 60606
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Business Description

PlanPILOT is an independent Registered Investment Advisor founded by industry veteran Mark Olsen in 2011. The company offers comprehensive client service by combining expertise in plan design, governance, and investments. As a fiduciary under ERISA §3(21) or §3(38), PlanPILOT partners with clients to manage business risks associated with operating plans and ensure the delivery of intended benefits.
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Revenue: USD 440,904
Founded: 2011
Industry
Financial Services
Engaged in:
Financial Planner, Financial Consultant
ISIC Codes
6619

Questions & Answers

Q1

How long has PlanPilot been in business?

PlanPilot has been in business for around 15 years.
Q2

What is the phone number for PlanPilot?

The phone number for PlanPilot is (312) 973-4911.
Q3

Where is PlanPilot located?

PlanPilot is located at 223 West Jackson Boulevard, Chicago, Illinois, 60606.
Q4

What days are PlanPilot open?

PlanPilot is open Mon–Fri 8 AM–5 PM; closed Sat–Sun.
Q5

Is there a primary contact for PlanPilot?

John McPike (investment analyst) at PlanPilot. You can contact John McPike at email address jmcpike@511capital.com.
Q6

Are there other contacts associated with PlanPilot?

We have 3 additional contact(s) for PlanPilot. They include: Tom Loftus, Nate Cassel & Bill Karsten.
Q7

What is the web address (URL) for PlanPilot?

The website for PlanPilot is www.planpilot.com.
Q8

What are the annual sales for PlanPilot?

PlanPilot has annual sales of approximately USD 440,904.
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Additional Businesses at this Address

223 West Jackson Boulevard Chicago, Illinois, 60606
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Businesses in Zip Code 60606

Businesses in 60606: 24,321
Population: 3,543
60606 Business Density Heatmap

Categories

Professional Services:  46%
Financial Services:  18%
Other:  36%

Price

Moderate:  47%
Inexpensive:  42%
Expensive:  8%
Very Expensive:  2%
Other:  0%

Area Codes

312:  93%
Other:  7%

Neighborhoods

Chicago Loop:  81%
Near West Side:  9%
Other:  10%
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Stats and Demographics for Zip Code 60606

Race

White:  69%
Asian:  16%
Hispanic or Latino:  7%
Black Or African American:  5%
American Indian Or Alaskan Native:  0%
Other:  3%

Gender

Male:  54%
Female:  46%
Other:  0%
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