AP
AP

Athanassios Panagiotakopoulos

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

5134 N Central Avenue, Suite 101, Phoenix, AZ, 85012

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Athanassios is a passive manager/member and minority owner of 3rd What Ventures, LLC, and a passive member of Synergy Assets, LLC, both investment-related. He also owns rental properties and receives compensation, spending minimal time on this activity.

Employment History
Current Registrations
Dynamic
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Pathlight Investors, LLC
December 2015 - May 2019 · 3 yrs 5 mos
Wells Fargo Advisors, LLC
June 2010 - December 2015 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
May 2010 - December 2015 · 5 yrs 7 mos
State Registrations2 states
AZCO
Advisor
Exams
No exam information available for this advisor.