|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Panoramic Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 290770 |
| SEC # | 801-112146 |
| CIK # | 0001967332 |
| AUM | $292.5 M (2025-05-15) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 303-691-1808 |
| Address | 650 South Cherry Street, Glendale, CO 80246 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 4.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.7 | ||
| iShares Bitcoin Trust | 3.2 | ||
| Apple Inc | 2.1 | ||
| Nvidia Corp | 2.0 | ||
| Alphabet Inc | 1.9 | ||
| Facebook Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 430 | 144.6 |
| (b) Individuals (high net worth individuals) | 70 | 148.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,066 | 292.5 |
| By Discretionary | ||
| Discretionary | 1,066 | 292.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,066 | 292.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.5 | |
| Total | 1,066 | 292.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967332] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Post Resch Tallon Group Inc
✚
|
NY | 0.3 |
|
Key Capital Management Inc
✚
|
TN | 0.3 |
|
Triton Financial Group Inc
✚
|
OK | 0.3 |
|
Nicholson Meyer Capital Management Inc
✚
|
MO | 0.3 |
|
Optima Capital LLC
✚
|
OR | 0.3 |
|
WFG Capital Advisors LLC
✚
|
AL | 0.3 |
|
North Capital Inc
✚
|
UT | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |
|
Quarry Hill Advisors LLC
✚
|
MN | 0.3 |
|
Pachira Investments Inc
✚
|
CA | 0.3 |