The Panopoulos Group

Overview

The Panopoulos Group is a corporation operating as a small advisory practice focused on individual and small-business clients. Its registered activities emphasize financial planning and portfolio management tailored to those client segments. Ownership is held by an individual, and the firm is not positioned as a capital allocator or a pension consultant. It does not identify itself as an active ESG investor and is not registered as a multistate or newly formed adviser. Fee arrangements include a percentage of assets under management alongside the option to bill hourly, suggesting flexibility for both ongoing portfolio relationships and one-off planning engagements. The firm’s classification is unclassified in the source record.

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Location & Offices