Overview
Assets Under Management: $205 million
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 58
Average Client Assets: $4 million
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