PACTOLUS

8614 Westwood Center Drive
Suite 620
Vienna, Virginia 22182
Tel: 571-297-6364

About PACTOLUS

PACTOLUS, formally registered with the SEC as PACTOLUS. The firm was established in 10/22/2010. They have over 1 offices throughout the country.

PACTOLUS is a Vienna, Virginia based Financial Planning firm with nearly $180,231,165 assets under management, offering retirement planning & investment advisory services to 368 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155195
SEC#	801-71915
Assets Managed by Firm	$180,231,165
No. of Clients	368
No. of Advisors	14

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	368	$180,231,165
High net worth individuals	265	$83,917,879

Inquire with PACTOLUS

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