Pantheon Investments
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 108411
- Registered since
- May 26, 1999
- Website
- pantheoninvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Pantheon Investments is an independent, Tennessee-registered advisory firm organized as an LLC that serves individual and family clients. The firm bills on a percentage-of-AUM basis (with other fee arrangements possible) and lists portfolio management for individuals/small businesses among its primary advisory activities. It also produces periodic publications or newsletters. Pantheon identifies as not focused on ESG investing and operates as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Tague Goodhue
Founder and Managing PartnerCRD 1637481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 735 Broad St
- Time zone
- CT (UTC-6)
- Office locations
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