Overview
Assets Under Management: $205 million
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 58
Average Client Assets: $4 million
Frequently Asked Questions
PANDORA WEALTH, INC. 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 #331816), PANDORA WEALTH, INC. is subject to fiduciary duty under federal law.
PANDORA WEALTH, INC. is headquartered in OAKBROOK TERRACE, IL.
PANDORA WEALTH, INC. serves 58 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, PANDORA WEALTH, INC. offers financial planning and portfolio management for individuals. View all service details ↓
PANDORA WEALTH, INC. manages $205 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, PANDORA WEALTH, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 398
Discretionary Accounts: 377
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 331816
Last Filing Date: 2024-11-01 00:00:00
Website: https://pandorawealth.com