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Pamela Woodlock Egleston

SOLUM PARTNERS LP·BOSTON, Massachusetts
Clean recordSOLUM PARTNERS LP
211 CONGRESS STREET, BOSTON, MA 02110CRD# 7283059Firm CRD# 310213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pamela Woodlock Egleston · BOSTON, MA
Registration
CRD #7283059 · SOLUM PARTNERS LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Pamela Woodlock Egleston is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SOLUM PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SOLUM PARTNERS LP
SOLUM PARTNERS
AUM
$1.9B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at SOLUM PARTNERS LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7283059
Firm CRD# 310213
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Pamela Woodlock Egleston offer?
Pamela Woodlock Egleston specializes in Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Pamela Woodlock Egleston's credentials?
Pamela Woodlock Egleston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pamela Woodlock Egleston located?
Pamela Woodlock Egleston is based in BOSTON, Massachusetts, working with SOLUM PARTNERS LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Pamela Woodlock Egleston charge for services?
Pamela Woodlock Egleston's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLUM PARTNERS LP?
SOLUM PARTNERS LP has approximately 30 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOLUM PARTNERS LP

Colin Butterfield
BOSTON, MA
Daniel Martellini Sachs
BOSTON, MA
Flavio Nishimura Collis
BOSTON, MA
Rory Arthur Vandamme
BOSTON, MA
Gavin Ross Koo
BOSTON, MA

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Research
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