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| Panoramic Investment Advisors LLC
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| |
|---|---|
| CRD # | 290770 |
| SEC # | 801-112146 |
| CIK # | 0001967332 |
| AUM | $242.0 MM (2024-03-22) |
| Employees | 10 (70% Investors, 10% Brokers) |
| Phone | 303-691-1808 |
| Address | 650 South Cherry Street, Glendale, CO 80246 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 117.5 |
| (b) Individuals (high net worth individuals) | 54 | 80.5 |
| (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 | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 881 | 198.4 |
| By Discretionary | ||
| Discretionary | 881 | 198.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 881 | 198.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.4 | |
| Total | 881 | 198.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001967332] |
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|---|---|---|
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Michels Family Financial LLC
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TX | 0.2 |
|
AXIS Wealth Partners LLC
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RI | 0.2 |
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Vanderbilt Avenue Asset Management LLC
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NY | 0.2 |
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Freedom Financial Partners LLC
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MN | 0.2 |
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FIG Wealth LLC
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CA | 0.2 |
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Meredith Wealth Planning LLC
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IL | 0.2 |
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Covington & Associates Inc
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NJ | 0.2 |
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Veerkloh LLC
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IA | 0.2 |
|
Bull Street Advisors LLC
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GA | 0.2 |
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Mutual Trust Asset Mgmt Inc
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FL | 0.2 |