Pactolus

Pactolus (CRD# 155195) is a financial advisory firm headquartered in Vienna, VA. They manage $248,666,132 in 383 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $649,259
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)
  • 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.

CA, MD, NY, 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 4 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 30 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 19 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 4 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 9 years of experience in the finance industry.

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