Pagosa Investment Management
Pagosa Investment Management (CRD# 167350) is a financial advisory firm headquartered in Pagosa Springs, CO. They manage $7,514,856 in 23 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$326,733
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, LA, TX
Herman Wilson (CRD# 2712076) is an Investment Advisor Representative working at Pagosa Investment Management in Pagosa Springs, CO and has over 2 years of experience in the finance industry. Herman Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.