PANDI, LLC of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 330112). Regulatory assets under management: $1.4B.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Clifford Wayne Illig | TRUSTEE | — |
| William O'Neal Patterson | TRUSTEE | — |
| Cortney Patterson Barton | TRUSTEE | — |
| Clay Allen Patterson | TRUSTEE | — |
| Lindsey Patterson Smith | TRUSTEE | — |
| Lauren Elizabeth Heyen | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| Matthew Gene Ferguson | CHIEF EXECUTIVE OFFICER/CHIEF INFORMATION OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | — |
| Dante Antonio Roldan | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| Dante Roldan | CHIEF COMPLIANCE OFFICER | Kansas City, MO |
| Maureen Mcgannon Evans | CHIEF FINANCIAL OFFICER | — |
| PATTERSON WILLIAM | TRUSTEE | — |
| PATTERSON BRUCE ALLEN | TRUSTEE | — |
| PATTERSON JOHN CLAY | TRUSTEE | — |
| Illig Clifford | TRUSTEE | — |
| Barton Cortney | TRUSTEE | — |
| Smith Lindsey | TRUSTEE | — |
| HEYEN LAUREN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON MATTHEW GENE | CHIEF EXECUTIVE OFFICER/CHIEF INFORMATION OFFICER | — |
| EVANS MAUREEN MCGANNON | CHIEF FINANCIAL OFFICER | — |
| ILLIG CLIFFORD WAYNE | TRUSTEE | — |
| PATTERSON WILLIAM O'NEAL | TRUSTEE | — |
| BARTON CORTNEY PATTERSON | TRUSTEE | — |
| SMITH LINDSEY PATTERSON | TRUSTEE | — |