Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pactolus provides investment advisory services through a wrap fee program. Please refer to the Pactolus Wrap Fee Program Brochure for fee information. Pactolus also facilitates the establishment of self-directed retirement funds for an initial fee of $750, and an ongoing annual fee of $150 for administrative support. These accounts are also subject to the asset-based fee schedule in the Wrap Fee Program Brochure.
Location
8614 Westwood Center Drive, Suite 620, Vienna, VA, 22182
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angela owns rental property in Oakland, CA since 2013, requiring minimal time. She is also an Investment Adviser Representative at Pactolus Private Wealth Management, LLC and a Managing Director at Pactolus Capital Partners, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Pactolus
Pactolus Capital Partners
Pactolus Capital PartnersBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ids Marketing CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.