Panteles Advisors

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

415 US Highway 377 Ste 110, Argyle, Texa...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Panteles Advisors

Panteles Advisors specializes in providing single family office investment, planning, and strategy services to a select number of families. The firm offers a bespoke approach to wealth management, encompassing investment, tax strategy, estate planning, and generational wealth transfer. Partner families benefit from access to an exclusive network of financial professionals and resources, supported by a team of analysts and accountants. With a focus on long-term stewardship and tailored solutions, Panteles Advisors aims to help families navigate their financial journeys effectively.Explore more
Panteles Advisors's Social MediaPopular SearchesPanteles Advisorspantelesadvisors.comSIC Code 62,628NAICS Code 52,523Show more

Panteles Advisors Org Chart

PhoneEmail
AC
United States flag for contact location.

Investment Analyst

PhoneEmail
AJ
United States flag for contact location.

Co-Founder & Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Panteles Advisors

<$5M
11-50
Private
-
-
AC
Alec CalvilloInvestment Analyst
<$5M
1-10
Private
-
2021
JK
Jeremy KovacevichFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BN
Bonnie NobleDirector, Client Operations
<$5M
1-10
Private
-
2022
NH
Nate HopkinsInvestment Advisor & Representative & President
<$5M
1-10
Private
-
2020
DN
David NaworskiPrincipal Member
<$5M
1-10
Private
-
-
MW
Mark WatsonPrincipal-Fund Manager and Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Panteles Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Panteles Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Panteles Advisors.

Panteles Advisors Tech Stack

A closer look at the technologies used by Panteles Advisors

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Frequently Asked Questions Regarding Panteles Advisors

What is Panteles Advisors's official website?
Panteles Advisors's official website is www.pantelesadvisors.com
What is Panteles Advisors's Revenue?
Panteles Advisors's revenue is <$5 Million
What is Panteles Advisors's SIC code?
Panteles Advisors's SIC: 62,628
What is Panteles Advisors's NAICS code?
Panteles Advisors's NAICS: 52,523
How many employees does Panteles Advisors have?
Panteles Advisors has 11-50 employees
What industry does Panteles Advisors belong to?
Panteles Advisors is in the industry of: Finance, Securities Trading
What is Panteles Advisors competition?
Panteles Advisors top competitors include: Royal Oaks Advisors, WealthBuilders Investments, Naworski Investments, Vanir Wealth Strategies
What technology does Panteles Advisors use?
Some of the popular technologies that Panteles Advisors uses are: WordPress.org, PHP, Font Awesome, jQuery Migrate
What does Panteles Advisors do?

Panteles Advisors specializes in providing single family office investment, planning, and strategy services to a select number of families. The firm offers a bespoke approach to wealth management, encompassing investment, tax strategy, estate planning, and generational wealth transfer. Partner families benefit from access to an exclusive network of... financial professionals and resources, supported by a team of analysts and accountants. With a focus on long-term stewardship and tailored solutions, Panteles Advisors aims to help families navigate their financial journeys effectively.Read More

What are Panteles Advisors social media links?
Panteles Advisors Linkedin page
Is Panteles Advisors a public company?
Panteles Advisors is private company therefore does not currently have an official ticker symbol
See more information about Panteles Advisors

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