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William Michael Pantuso

LD LOWE SR., LLP·DALLAS, Texas
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4809 COLE AVE, DALLAS, TX 75205CRD# 3141162Firm CRD# 136596
01

About

William Michael Pantuso is a registered financial advisor based in DALLAS, Texas, affiliated with LD LOWE SR., LLP. 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
L.D. LOWE WEALTH ADVISORY, INC.
LD LOWE WEALTH ADVISORY
AUM
$110M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at L.D. LOWE WEALTH ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3141162
Firm CRD# 136596
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Michael Pantuso offer?
William Michael Pantuso specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are William Michael Pantuso's credentials?
William Michael Pantuso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Pantuso located?
William Michael Pantuso is based in DALLAS, Texas, working with LD LOWE SR., LLP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does William Michael Pantuso charge for services?
William Michael Pantuso'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 LD LOWE SR., LLP?
LD LOWE SR., LLP has approximately 6 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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