Cierra Telleen is a registered investment advisor at Pactolus, based in Vienna, VA. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 211 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pactolus provides investment advice as part of a wrap fee program. Please refer to Appendix 1: Pactolus Wrap Fee Program Brochure for fee information.
Location
8614 Westwood Center Drive, Suite 620, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pactolus
State Registrations1 state
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