Narges
Zamani

Pactolus

CRD#6411987
Investment Advisor
in Vienna, VA

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About this Advisor

Narges Zamani is a financial advisor based in Vienna, Virginia, working with Pactolus. Narges has previously held positions at Pactolus Private Wealth Management LLC and Pactolus Capital Partners, LLC. Narges has passed the Series 63 regulatory exam and is registered to provide services in Virginia. Currently, Narges is part of Pactolus, which operates out of Vienna, Virginia. The firm has 13 employees and manages assets totaling $185.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Pactolus includes asset-based, hourly, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

8614 Westwood Center Drive Suite 620
Vienna, VA 22182

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Pactolus Brokerage Details

Total Assets Under Management

$185,836,257

VA Average: $1,835,309,194
Total Number of Employees

13

VA Average: 32
Total Number of Accounts

375

VA Average: 1,458
Average Account Size

$495,563

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Narges Zamani Work History

2015 - Present (9 years)

Pactolus Capital Partners, LLC

2014 - Present (10 years)

Pactolus Private Wealth Management LLC

Disclosures

Please visit the SEC profile of Narges Zamani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pactolus

Michael Rios
Vienna, VA
Narges Zamani
Vienna, VA
Angela Perry
Vienna, VA
David Chandik
Vienna, VA
Alan Harter
Vienna, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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