Pegasus Management Services LLC

Pegasus Management Services LLC (CRD# 314533) is a financial advisory firm headquartered in , . They manage $21,323,238 in 228 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $93,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, NJ, PA

Financial Advisors at Pegasus Management Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ty McGilberry, financial advisor King Of Prussia PA
Ty McGilberry
CRD#: 4791442
King Of Prussia, PA

Ty McGilberry (CRD# 4791442) is an Investment Advisor Representative working at Pegasus Management Services LLC in King Of Prussia, PA and has over 19 years of experience in the finance industry.

2
Timothy Drake, financial advisor King Of Prussia PA
Timothy Drake
CRD#: 3208619
King Of Prussia, PA

Timothy Drake (CRD# 3208619) is an Investment Advisor Representative working at Pegasus Management Services LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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