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PANDOWEALTH. LLC

UUIDfb8f8b01-ba2a-567a-8a86-13c9ac3c4828
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 281456 281456 1.0
sec_file_number 801-120105 801-120105

Profile

Websitehttps://www.cfa401k.com/
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)396,024,999.0
  • RAUM (discretionary)117,664,756.0
  • Actionable assets342,311,524.0
  • Accounts1,885.0

Institutional Clients

  • Government AUM
  • Pension AUM266,867,024.0
  • Charitable AUM
  • HNW AUM75,444,500.0

As of 2025-07-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.