THE PANOPOULOS GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
INVERNESS, Illinois
CRD number
287552
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Panopoulos Group operates as a corporation focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients. While it does not actively engage in ESG investing, The Panopoulos Group is dedicated to delivering comprehensive financial advice and investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • GEORGE PANOPOULOS

    President, CCOCRD 2069179

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

INVERNESS, IL

COOK

Location

INVERNESS, IL

Headquartered in INVERNESS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1613 W Colonial Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth