Panoramic Investment Advisors, LLC (Glendale)

Name: Panoramic Investment Advisors, LLC
Address: 650 South Cherry Street,, Glendale, CO, 80246
Telephone: 303-691-1808

Panoramic Investment Advisors, LLC is a large advisory firm based in Glendale. It manages $134.54 million of regulatory assets for 533 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Colorado, Florida, Montana, and Texas.

Panoramic Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Panoramic Investment Advisors: assets under management

The assets under management (AUM) of Panoramic Investment Advisors, LLC is $134.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $134.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252.41 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is investment and business development companies, which make up 21% of the firm’s portfolio. Investments in cash and cash equivalents form 19% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Panoramic Investment Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Panoramic Investment Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Panoramic Investment Advisors is individuals with 308 clients and $73.77 million of assets under management. Among the 10 most similar advisory firms, Panoramic Investment Advisors has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $134.54 million for 352 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Panoramic Investment Advisors doesn't advise any private funds.

Careers at Panoramic Investment Advisors, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Lee Salter	Managing member	1 Nov 2017	75% - 100%	1948218
Stacie R Craddock	Cco	1 Nov 2017	Other	4317581

Based in Glendale

The principal office where Panoramic Investment Advisors, LLC performs its advisory services is located at 650 South Cherry Street,, Glendale, CO 80246, which is also the mailing address of the firm. An additional office of the firm is in Wheat Ridge, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-691-1808. The normal business hours are 9am to 4pm on Monday - Friday. You can find more information about the New York firm at panoramicia.com.