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PACTOLUS

VIENNA, VA · CRD 155195 · IAPD ↗ · 571-297-6364

$187.8MRegulatory AUM
2Advisory reps
17Employees
0Clients
51-100Planning clients
5Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2024 — PACTOLUS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.