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).
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Total Assets Under Management186MILLION
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Total Number of Accounts375ACCOUNTS
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Average Account Value$495,563
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
CA, MD, NY, TX, VA
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.
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.
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.
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.