Michael Pappas Advisor LLC
Firm details
- Headquarters
- ,
- CRD number
- 171334
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals51.46%
- HNWI48.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Michael Pappas Advisor LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm’s stated focus is portfolio management for individuals and small businesses, with a client base made up of individual and family investors. Its fee arrangements include both a percentage of assets under management and fixed-fee engagements. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
Contacts
1 of 1Michael Pappas
Investment Adviser RepresentativeCRD 2631793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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