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Building 2PANTELES ADVISORS

Map pinARGYLE, TX
Phone(940) 239-8042
NotebookSEC #801-136180
Total AUM
$108.2M
Employees
4
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 US 377, SUITE 110
ARGYLE
TX 76226
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
(940) 239-8042

ReceiptFinancials

Total AUM
$108.2M
Accounts
106
Discretionary
$108.2M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$35.9K
HNW Individual Clients
37
AUM
$108.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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