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William Reeve Cantus

Pacific Sage Partners, LLC

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About William Reeve Cantus

William Reeve Cantus is an investment advisor representative who has been in the industry since 1985. William currently works for Pacific Sage Partners, LLC in Edmonds, Washington and has been registered with them since January 2022. Prior to working at Pacific Sage Partners, LLC, William worked at Russell Financial Services, Inc., part of Russell Investments in Tacoma, Washington from February 2005 to September 2010. William is registered in Washington.

Firm Information

William Cantus is currently registered with Pacific Sage Partners, LLC. Pacific Sage Partners, LLC is an investment advisor registered with the SEC. They are headquartered in Edmonds, WA and have been advising clients since 2003. Pacific Sage Partners, LLC specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. They currently manage over $767 million in assets for 2,247 clients.
Pacific Sage Partners, LLC

505 5TH AVENUE SOUTH

EDMONDS, WA 98020

$767.30M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Cantus’s Registration & Firm History

WA

01/13/2022 - Present

Pacific Sage Partners, LLC (EDMONDS WA)

WA

02/02/2005 - 09/01/2010

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)

NA

02/07/1985 - 10/24/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 10/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/06/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Reeve Cantus.
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