RIA Intel›Advisers›Massachusetts›COURSE PILOT FINANCIAL LLC

COURSE PILOT FINANCIAL LLC

Advisory

MA

Data as of Aug 5, 2023 · Source: SEC Form ADV

Rank in MA

#1,549

of 1,590 advisers by AUM

Average account

$77K

across 13 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2023.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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C. MICHAEL AMIN, LLC

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