Panoramika Advisors Inc.

RIASEC RegisteredEst. 2014

Total AUM

$1.1B

Discretionary

0% of AUM

Avg account

$5.7M

Accounts

183

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 172737
Registered since: September 9, 2014
Custodians: STATE STREET BANK AND TRUST COMPANY, MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM
Client types: Other96.61%
HNWI3.39%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Panoramika Advisors Inc. is a corporation that has been SEC-registered since 2014 and is owned by an individual. The firm serves primarily individual and family clients and operates on a percentage-of-assets-under-management fee model. Its advisory work centers on portfolio management for individuals and small businesses as well as for businesses or institutions. The firm identifies itself as an active ESG investor, though filings do not provide detail on how ESG criteria are integrated into portfolio construction. Panoramika is not set up as a multi-state adviser or a pension consultant and is not classified as a capital allocator.