Panther Asset Management, Inc.

RIASEC Registered
Total AUM
$425K
Discretionary
$0
0% of AUM
Avg account
$53.1K
Accounts
8
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Frank Caifa

    ManagerCRD 3242675

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth