PACTOLUS of VIENNA, VA is an SEC-registered investment adviser (CRD 155195). Regulatory assets under management: $187.8M.
Compensation: % of AUM, Hourly, Fixed, Performance, Commissions.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Alan Mitchell Harter | CHIEF EXECUTIVE OFFICER; MEMBER | McLean, VA |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| HARTER ALAN MITCHELL | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER | — |
| SPRAGUE WILLIAM WHITNEY | MEMBER | — |
| SCHAUFELD BARBARA | SOLE MEMBER | — |
| HIRSCH DEREK GORDON | MEMBER | — |
| DONOHUE RIDGELY T | MANAGER | — |
| MATTINGLY ALIX | CHIEF COUNCIL; CHIEF COUNSEL | — |