Panoramic Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 282461
- Website
- panoramicfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.04%
- Individuals4.96%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Panoramic Financial Planning is an independent registered advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting outside advisers on behalf of clients and running educational seminars or workshops. Compensation is a mix of percentage-of-assets and fixed fees. Panoramic acts as a capital allocator, sourcing third-party managers for certain strategies, and does not market itself as an ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents14%
- Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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