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Pegasus Partners

Tel: 262-478-9009
1333 W. Towne Square Road

Mequon, Wisconsin  53092

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Pegasus Partners

Pegasus Partners is a Mequon, Wisconsin based financial advisory firm with nearly $$2,289,431,155 in assets under management and provides investment advisory services for 2586 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

175206

SEC#:

801-81049

No. of Clients:

2586

Assets under Management

$2,289,431,155

No. of Advisors:

20

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