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PANTELES ADVISORS

ARGYLE, TX · CRD 322676 · IAPD ↗ · (940) 239-8042

$108.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — PANTELES ADVISORS (ARGYLE, TX) is newly SEC-registered with $108.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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