PANTILE INVESTMENTS
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 312696
- Website
- www.pantileassetresearch.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals82.94%
- HNWI17.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pantile Investments is a small, independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. According to available disclosures, Pantile is not positioned as an ESG-driven manager, does not operate as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1David Baines
Founder and CEOCRD 7337970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 1200 Pearl St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
MAGNIFI
RIABOULDER, CO
BRAVERMAN WEALTH ADVISORS, LLC
RIABOULDER, CO
SWEATER INDUSTRIES LLC
RIABOULDER, CO
BONSAI ADVISORS LLC
RIABOULDER, CO
TIFIN GIVE
RIABOULDER, CO
SAVVLY ADVISOR
RIABOULDER, CO