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Spotlight Asset Group

EST. AUM
$205,143,765

CONTACTS
4

CLIENT ACCOUNTS
398

Firm Details

Metro area Chicago
CRD Number 288076
Website spotlightassetgroup.com
Client types

Overview

Formerly known as Spotlight Asset Group at Pandora Wealth, Inc., an SEC-registered investment adviser, the company specializes in delivering comprehensive financial planning and investment management services. Their offerings include retirement, tax, and estate planning services. The inception of Pandora Wealth stemmed from identifying a crucial gap in the financial services sector: the imperative for clients to have complete transparency regarding their financial circumstances. Their team is committed to upholding three core principles: transparency, technology, and holistic wealth management.

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Alternative Activity

Address

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

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