VerifiedInvestment Management· Founded 2015

Pegasus Partners Ltd

Wealth management consulting with individuals, families, and foundations. Our objective is to provide our clients with uniquely tailored, conservative, low-cost, fee-based comprehensive wealth management planning. Specialties: comprehensive fee-based wealth management including investment management, risk assessment, liquidity needs, insurance analysis, education savings, closely-held business consulting, tax planning, charitable giving, and retirement savings

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HeadquartersUnited StatesEmployees22(11 to 50)Annual revenue$1M to <$10MFounded year2015Websitepegpartnersltd.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

22

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

0

tools in use

Monthly traffic

101

organic / mo

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Top roles at Pegasus Partners Ltd

6 distinct titles indexed · top 6 shown.

  • 1client services
  • 1compliance and operations associate
  • 1director of analytics & head trader
  • 1director, wealth management services
  • 1founder, ceo
  • 1wealth advisor & partner

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