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Building 2PANTHEON INVESTMENT GROUP, LLC

Map pinSIERRA MADRE, CA
Phone626-714-7501
NotebookSEC #801-112518
Total AUM
$144.4M
Employees
2
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38 W
SIERRA MADRE
CA 91024
United States
Operating Hours
6:30AM - 5:00PM
Monday - Friday
Phone
626-714-7501

ReceiptFinancials

Total AUM
$144.4M
Accounts
231
Discretionary
$144.4M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$711.1K
HNW Individual Clients
211
AUM
$142.8M
Pension/Profit Sharing Plan Clients
2
AUM
$944.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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