Panos Financial Partners, LLC

Overview

Panos Financial Partners, LLC is an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm also operates as an insurance broker and maintains an affiliation with an insurance company. Its client base is concentrated on individual and family relationships, and it charges for advice via a mix of percentage-of-AUM and fixed fees. The adviser does not identify as an active ESG investor, does not serve as a capital allocator to third-party alternative managers, and is not presented as a multi-state or pension-focused consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives