PACTOLUS - Financial Advisor in Virginia, Vienna

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

About 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

Firm CRD#:

155195

Firm SEC#:

801-71915

Assets Under Management:

$185,836,257

No. of Clients:

375

No. of Advisors:

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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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