Pactolus Private Wealth Management

  • Investment Bank/Securities Brokerage
  • Vienna VA
  • 16 employees
  • Investment Management
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Company Overview

Headquarters
8614 Westwood Center Dr, Vienna VA
Website
pactolus.com
Phone
(571) 297-1741
Employees
16
Founded in
2011
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 51 Companies
NAICS Code 5179 Companies
NAICS Code 517 Companies
NAICS Code 51791 Companies
SIC Code
SIC Code 489 Companies
SIC Code 48 Companies
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Financials & Stats

Revenue

$2B

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Who is Pactolus Private Wealth Management

Pactolus Private Wealth Management is a private wealth management firm located in Vienna, Virginia. The firm employs 16 individuals and generates approximately $2 million in annual revenue. Pactolus focuses on serving family and individual investors, assisting them in managing their financial assets and navigating global financial markets. Their approach involves building a comprehensive understanding of each client's financial situation, family dynamics, goals, and aspirations. Pactolus distinguishes itself through its collaborative, holistic strategy, which leverages existing family advisors and integrates fresh perspectives from a network of expert global partners. The firm emphasizes aligning investment strategies with clients' signature values, believing this approach benefits legacies. For inquiries, interested parties can visit Pactolus' website at pactolus.com.

Company Leadership

Scott Parish

Director of Client Services

Phone Email

Pactolus Private Wealth Management Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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FAQ

What is the location of Pactolus Private Wealth Management's headquarters?
The headquarters of Pactolus Private Wealth Management are situated at 8614 Westwood Center Dr, Vienna VA
What is Pactolus Private Wealth Management's phone number?
Pactolus Private Wealth Management's contact number is (571) 297-1741.
What is Pactolus Private Wealth Management's official website?
The official website of Pactolus Private Wealth Management can be found at pactolus.com.
What is Pactolus Private Wealth Management's current revenue?
As of March 2015, Pactolus Private Wealth Management's annual revenue reached $2B.
How many employees does Pactolus Private Wealth Management currently have?
Pactolus Private Wealth Management employs approximately 16+ people as of March 2015
Which industries is Pactolus Private Wealth Management primarily operating in?
Pactolus Private Wealth Management operates in the following industries: Investment Management
Who is the Director of Client Services of Pactolus Private Wealth Management?
Pactolus Private Wealth Management's Director of Client Services is Scott Parish
What are Pactolus Private Wealth Management's industry tags?
Pactolus Private Wealth Management's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended
When was Pactolus Private Wealth Management founded?
Pactolus Private Wealth Management was founded in 2011.

Employee Directory

Key Employees

Alan Harter

CEO and Founder

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Donniecia Cummings

Vice President of Client Services

Phone Email

Karen Chamaj

Marketing & Communications Lead

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