PACTOLUS PRIVATE WEALTH MANAGEMENT LLC

PACTOLUS

VIENNA, Virginia·2 registered advisors·CRD# 155195

SEC# 801-719150571-297-6364

01

Firm Overview

AUM

$186M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at PACTOLUS PRIVATE WEALTH MANAGEMENT LLC

2 registered advisors

Alan Mitchell Harter

VIENNA, Virginia

VIENNA, Virginia

05

Office Locations

VIENNA, Virginia

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Data sourced from SEC Form ADV filings. PACTOLUS PRIVATE WEALTH MANAGEMENT LLC (CRD# 155195) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.