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PANTELES ADVISORS
PANTELES ADVISORS, LLC
CRD 322676 · SEC 801-136180
415 US 377, SUITE 110, ARGYLE, TX, 76226, United States
Phone
(940) 239-8042
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$108.2M
Discretionary AUM
$108.2M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $36K |
| High net worth individuals | 37 | $108.1M |
Official SEC filing: View on IAPD