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Panteles Advisors

EST. AUM
$108,183,493

CONTACTS

CLIENT ACCOUNTS
106

Firm Details

Metro area Dallas
CRD Number 322676
Website pantelesadvisors.com
Client types

Overview

Panteles Advisors is a Texas-based multi-family office and registered investment advisory firm that provides single-family-office-style investment management, financial planning, estate planning, tax strategy, business succession planning, and generational wealth transfer services to high-net-worth families. The firm delivers highly customized wealth management solutions by integrating investment advisory expertise with access to private investment opportunities, family office networks, and specialized financial resources.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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