Pactolus

Pactolus (CRD# 155195) is a financial advisory firm headquartered in Vienna, VA. They manage $185,836,257 in 375 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $495,563
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MD, NY, TX, VA

Financial Advisors at Pactolus
Showing 1 - 5 of 5 top financial advisors.
1
Donniecia Cummings
CRD#: 6656093
8614 Westwood Center Drive, Suite 620, Vienna, VA 22182

Donniecia Cummings (CRD# 6656093) is an Investment Advisor Representative working at Pactolus in Vienna, VA and has over 6 years of experience in the finance industry.

2
Alan M. Harter
CRD#: 2165788
8614 Westwood Center Drive, Suite 620, Vienna, VA 22182

Alan Harter (CRD# 2165788) is an Investment Advisor Representative working at Pactolus in Vienna, VA and has over 32 years of experience in the finance industry.

3
Angela D. Perry
CRD#: 1598933
8614 Westwood Center Drive, Suite 620, Vienna, VA 22182

Angela Perry (CRD# 1598933) is an Investment Advisor Representative working at Pactolus in Vienna, VA and has over 21 years of experience in the finance industry.

4
Narges Zamani
CRD#: 6411987
8614 Westwood Center Drive, Suite 620, Vienna, VA 22182

Narges Zamani (CRD# 6411987) is an Investment Advisor Representative working at Pactolus in Vienna, VA and has over 7 years of experience in the finance industry.

5
David G. Chandik
CRD#: 5811197
8614 Westwood Center Drive, Suite 620, Vienna, VA 22182

David Chandik (CRD# 5811197) is an Investment Advisor Representative working at Pactolus in Vienna, VA and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.