AdvisorOS Directory
Claim Profile
AM

Alix Mattingly

PACTOLUS PRIVATE WEALTH MANAGEMENT LLC·VIENNA, Virginia
Unclaimed Profile
8614 WESTWOOD CENTER DRIVE, VIENNA, VA 22182CRD# 6166272Firm CRD# 155195
01

About

Alix Mattingly is a registered financial advisor based in VIENNA, Virginia, affiliated with PACTOLUS PRIVATE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
PACTOLUS
AUM
$186M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PACTOLUS PRIVATE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 6166272
Firm CRD# 155195
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VIENNA?

Browse all registered financial advisors in VIENNA, Virginia or claim this profile if it's yours.

Browse VIENNA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alix Mattingly offer?
Alix Mattingly specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in VIENNA, Virginia for a consultation.
What are Alix Mattingly's credentials?
Alix Mattingly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alix Mattingly located?
Alix Mattingly is based in VIENNA, Virginia, working with PACTOLUS PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does Alix Mattingly charge for services?
Alix Mattingly's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACTOLUS PRIVATE WEALTH MANAGEMENT LLC?
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC has approximately 13 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in VIENNA
William Kirk Taylor — KIRK CAPITAL ADVISORS LLCLindsay Garland Shetterly — GLASSMAN WEALTH SERVICES, LLCCharles Richard Cooke — ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLCCharles Cullum — SSB WEALTH MANAGEMENT, INC.Jacques [nmn] Rebibo — ATEGRA CAPITAL MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile