Overview
Assets Under Management: $892 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 289
Average Client Assets: $0.2 million
Frequently Asked Questions
AUTOPILOT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331749), AUTOPILOT is subject to fiduciary duty under federal law.
AUTOPILOT is headquartered in NEW YORK, NY.
AUTOPILOT serves 289 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, AUTOPILOT offers portfolio management for individuals and selection of other advisors. View all service details ↓
AUTOPILOT manages $892 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, AUTOPILOT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 289
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.06%
Average Client Assets: $0.2 million
Total Client Accounts: 103,270
Discretionary Accounts: 103,270
Regulatory Filings
CRD Number: 331749
Filing ID: 2088364
Last Filing Date: 2026-03-31 22:23:41