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 $185,836,257 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155195
SEC#	801-71915
Assets Managed by Firm	$185,836,257
No. of Clients	375
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	375	$185,836,257
High net worth individuals	272	$99,353,174

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