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Building 2PANDOWEALTH. LLC

Map pin
Phone678-712-6656
NotebookSEC #801-120105
Total AUM
$500.3M
Employees
28
Clients
770

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
678-712-6656

ReceiptFinancials

Total AUM
$500.3M
Accounts
2,060
Discretionary
$274.1M
Accounts
1,679
Non-Discretionary
$226.2M
Accounts
381

ContactClients

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Individual Clients
288
AUM
$65.1M
HNW Individual Clients
47
AUM
$109.1M
Pension/Profit Sharing Plan Clients
435
AUM
$326.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACODEFLGAILINKSLAMDMONCNENJOHOKORPASCTNTXVAWA

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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