Panther Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 126868
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals52.94%
- HNWI47.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Panther Asset Management, Inc. is an independent, individually owned registered investment adviser that serves individual and family clients. The firm combines advisory services with an accounting background and provides financial planning plus portfolio management for individuals, small businesses, and institutional/business clients. Fee arrangements include percentage-of-AUM billing, hourly fees, and the ability to use performance-based fees. Panther is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Frank Caifa
ManagerCRD 3242675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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