|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Panoramika Advisors Inc
✚
|
|
|---|---|
| CRD # | 172737 |
| SEC # | 801-80278 |
| CIK # | |
| AUM | $947.3 M (2025-02-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 305-913-7569 |
| Address | 201 S Biscayne Blvd Miami, FL 33131 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 15.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 24 | 932.0 |
| Total | 176 | 947.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 176 | 947.3 |
| Total | 176 | 947.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 889.1 | |
| United States Persons | 58.2 | |
| Total | 176 | 947.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PARR McKnight Wealth Management Group LLC
✚
|
MN | 1.0 |
|
Liquid Strategies LLC
✚
|
GA | 1.0 |
|
Prometheus Wealth Management Sam
✚
|
0.9 | |
|
Eagle Bay Advisors LLC
✚
|
NY | 0.9 |
|
Bruni J V & Co
✚
|
CO | 0.9 |
|
Concord Wealth Partners
✚
|
VA | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 0.9 |
|
Goldstein Advisors LLC
✚
|
WI | 0.9 |
|
Fierston Financial Group Inc
✚
|
CT | 0.9 |