Pegasus Partners
Pegasus Partners (CRD# 175206) is a financial advisory firm headquartered in Mequon, WI. They manage $3,085,009,209 in 3,329 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,085MILLION
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Total Number of Accounts3,329ACCOUNTS
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Average Account Value$926,707
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, MA, MN, NC, NY, TX, VT, WI
Matthew D'attilio (CRD# 2414950) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 30 years of experience in the finance industry.
Matthew Haas (CRD# 6090449) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 11 years of experience in the finance industry.
John Kennedy (CRD# 4337163) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 22 years of experience in the finance industry.
Todd Krieg (CRD# 4342164) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has 1 year of experience in the finance industry.
Brian Leadley (CRD# 6749929) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 7 years of experience in the finance industry.
Alexander Mathews (CRD# 7284104) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 3 years of experience in the finance industry.
Patrick Savage (CRD# 4247229) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 21 years of experience in the finance industry.