PANTHEON INVESTMENT GROUP, LLC

SIERRA MADRE, California·1 registered advisor·CRD# 283418
SEC# 801-1125180626-714-7501
01

Firm Overview

AUM
$144M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at PANTHEON INVESTMENT GROUP, LLC

1 registered advisor
Thomas Andrew Moritz
SIERRA MADRE, California
05

Office Locations

SIERRA MADRE, California
1 advisor

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Data sourced from SEC Form ADV filings. PANTHEON INVESTMENT GROUP, LLC (CRD# 283418) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.