Overview
Assets Under Management: $1.8 billion
Headquarters: RESTON, VA
High-Net-Worth Clients: 83
Average Client Assets: $15.8 million
Frequently Asked Questions
PAGNATOKARP PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282298), PAGNATOKARP PARTNERS, LLC is subject to fiduciary duty under federal law.
PAGNATOKARP PARTNERS, LLC is headquartered in RESTON, VA.
PAGNATOKARP PARTNERS, LLC serves 83 high-net-worth clients according to their SEC filing dated July 30, 2018. View client details ↓
According to their SEC Form ADV, PAGNATOKARP PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PAGNATOKARP PARTNERS, LLC manages $1.8 billion in client assets according to their SEC filing dated July 30, 2018.
According to their SEC Form ADV, PAGNATOKARP PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.20%
Average Client Assets: $15.8 million
Total Client Accounts: 2,170
Discretionary Accounts: 2,108
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 282298
Filing ID: 1231988
Last Filing Date: 2018-07-30 11:54:00