|
⚲
|
| Panteles Advisors LLC
✚
|
|
|---|---|
| CRD # | 322676 |
| SEC # | 801-136180 |
| CIK # | |
| AUM | $108.2 M (2026-06-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 940-239-8042 |
| Address | 415 US 377, Suite 110 Argyle, TX 76226 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.0 |
| (b) Individuals (high net worth individuals) | 37 | 108.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 106 | 108.2 |
| By Discretionary | ||
| Discretionary | 106 | 108.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 106 | 108.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.2 | |
| Total | 106 | 108.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ten Peaks Partners LLC
✚
|
MO | 0.1 |
|
Double Eagle Wealth Management LLC
✚
|
TX | 0.1 |
|
Lynch Financial Advisors Inc
✚
|
CA | 0.1 |
|
L&S Private Wealth LLC
✚
|
OK | 0.1 |
|
Triple Summit Advisors LLC
✚
|
0.1 | |
|
Montello Wealth Management Inc
✚
|
FL | 0.1 |
|
Peapod Lane Capital LLC
✚
|
NY | 0.1 |
|
Laidlaw Wealth Management LLC
✚
|
NY | 0.1 |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 0.1 |
|
Shannon T Pitner and Company
✚
|
FL | 0.1 |