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Pegasus Financial Group, LLC

EST. AUM
$122,320,436

CONTACTS

CLIENT ACCOUNTS
282

Firm Details

Metro area Washington, DC
CRD Number 145127
Website pegasusfg.com
Client types

Overview

Pegasus Financial Group, Inc. is a U.S.-based registered investment adviser (RIA) providing wealth management and financial planning services to individuals, families, and institutions. The firm delivers customized portfolio management solutions, incorporating both traditional and alternative investment strategies. Its services include financial planning, retirement planning, and investment advisory tailored to client objectives and risk tolerance. Pegasus emphasizes a client-centric approach, focusing on long-term wealth preservation and growth. The firm allocates capital across multiple asset classes, including equities, fixed income, and alternative investments. It operates under a fiduciary model, aligning its advice with client interests.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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