DIRECTORY OF REGISTERED ADVISORS
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Local Professionals
PEGASUS PARTNERS
Tel: 262-478-9009
1333 W. Towne Square Road Mequon, Wisconsin 53092
PEGASUS PARTNERS
PEGASUS PARTNERS is a Mequon, Wisconsin based financial advisory firm with nearly $2,452,419,607 in assets under management and provides investment advisory services for 2983 clients. There are currently 21 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Portfolio Management for Business , Pension Consulting Services , Selection of Other Advisors
Fee Structure:
A Percentage of AUM
Firm CRD#:
175206
SEC#:
801-81049
No. of Clients:
2983
Assets under Management
$2,452,419,607
No. of Advisors:
21
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