PALLAS CAPITAL ADVISORS, LLC

45 Braintree Hill Office Park
Suite 201
Braintree, Massachusetts 02184
Tel: (781) 971-5052

About PALLAS CAPITAL ADVISORS, LLC

PALLAS CAPITAL ADVISORS, LLC, formally registered with the SEC as PALLAS CAPITAL ADVISORS, LLC. The firm was established in 11/12/2020. They have over 7 offices throughout the country.

PALLAS CAPITAL ADVISORS, LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $2,965,232,525 assets under management, offering retirement planning & investment advisory services to 3566 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310327
SEC#	801-119646
Assets Managed by Firm	$2,965,232,525
No. of Clients	3566
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3566	$2,965,232,525
Individuals (other than high net worth individuals)	588	$174,021,718
High net worth individuals	503	$2,711,605,240
Pension and profit sharing plans	16	$66,367,287
Charitable organizations	Fewer than 5 clients	$2,069,326
Corporations or other businesses	Fewer than 5 clients	$11,168,954

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