Pactolus Private Wealth Management LLC

Pactolus Private Wealth Management LLC (CRD# 155195) is a financial advisory firm headquartered in Mc Lean, VA. They manage $399,320,337 in 368 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $1,085,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NY, VA

Financial Advisors at Pactolus Private Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kammie M. Bingham
CRD#: 4988721
6862 Elm Street, Suite 620, Mc Lean, VA 22101
93
Wealthminder
score

Kammie Bingham (CRD# 4988721) is an Investment Advisor Representative working at Pactolus Private Wealth Management LLC in Mc Lean, VA and has over 10 years of experience in the finance industry.

2
Alan M. Harter
CRD#: 2165788
6862 Elm Street, Suite 620, Mc Lean, VA 22101
93
Wealthminder
score

Alan Harter (CRD# 2165788) is an Investment Advisor Representative working at Pactolus Private Wealth Management LLC in Mc Lean, VA and has over 25 years of experience in the finance industry.

3
Narges Zamani
CRD#: 6411987
6862 Elm Street, Suite 620, Mc Lean, VA 22101
90
Wealthminder
score

Narges Zamani (CRD# 6411987) is an Investment Advisor Representative working at Pactolus Private Wealth Management LLC in Mc Lean, VA and has 1 year of experience in the finance industry.

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