Unclaimed Profile

Dimitrios Papatheoharis

ONE POINT NINE MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

Clean recordONE POINT NINE MANAGEMENT, LLC

1921 WALNUT ST, PHILADELPHIA, PA 19103-4650CRD# 5542467Firm CRD# 309145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dimitrios Papatheoharis · PHILADELPHIA, PA

Registration

CRD #5542467 · ONE POINT NINE MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dimitrios Papatheoharis is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with ONE POINT NINE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ONE POINT NINE MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at ONE POINT NINE MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5542467

Firm CRD# 309145

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dimitrios Papatheoharis offer?

Dimitrios Papatheoharis specializes in Retirement Planning, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Dimitrios Papatheoharis's credentials?

Dimitrios Papatheoharis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dimitrios Papatheoharis located?

Dimitrios Papatheoharis is based in PHILADELPHIA, Pennsylvania, working with ONE POINT NINE MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Dimitrios Papatheoharis charge for services?

Dimitrios Papatheoharis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONE POINT NINE MANAGEMENT, LLC?

ONE POINT NINE MANAGEMENT, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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