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PANDI, LLC
PANDI, LLC
LEAWOOD, Kansas
·
8 registered advisors
·
CRD# 330112
SEC# 801-131022
0
913-437-9900
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PANDI, LLC
8 registered advisors
Clay Allen Patterson
LEAWOOD, Kansas
CRD# 7947295
Clifford Wayne Illig
LEAWOOD, Kansas
CRD# 7947285
Cortney Patterson Barton
LEAWOOD, Kansas
CRD# 7947292
Lauren Elizabeth Heyen
LEAWOOD, Kansas
CRD# 7959352
Lindsey Patterson Smith
LEAWOOD, Kansas
CRD# 7947296
Matthew Gene Ferguson
LEAWOOD, Kansas
CRD# 5169485
Maureen Mcgannon Evans
LEAWOOD, Kansas
CRD# 7965352
William O'neal Patterson
LEAWOOD, Kansas
CRD# 7947291
05
Office Locations
LEAWOOD, Kansas
8 advisors
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Data sourced from SEC Form ADV filings. PANDI, LLC (CRD# 330112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.