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PACTOLUS

Tel: 571-297-6364
8614 Westwood Center Drive
Suite 620
Vienna, Virginia  22182

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PACTOLUS

PACTOLUS is a Vienna, Virginia based financial advisory firm with nearly $185,836,257 in assets under management and provides investment advisory services for 375 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based

Firm CRD#:

155195

SEC#:

801-71915

No. of Clients:

375

Assets under Management

$185,836,257

No. of Advisors:

13

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