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Charles Costa Evangelakos

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts
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45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 2349616Firm CRD# 310327
01

About

Charles Costa Evangelakos is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with PALLAS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PALLAS CAPITAL ADVISORS, LLC
PALLAS CAPITAL ADVISORS, LLC
AUM
$3.0B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at PALLAS CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2349616
Firm CRD# 310327
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Costa Evangelakos offer?
Charles Costa Evangelakos specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Charles Costa Evangelakos's credentials?
Charles Costa Evangelakos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Costa Evangelakos located?
Charles Costa Evangelakos is based in BRAINTREE, Massachusetts, working with PALLAS CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Charles Costa Evangelakos charge for services?
Charles Costa Evangelakos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALLAS CAPITAL ADVISORS, LLC?
PALLAS CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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