555 California Street
Suite 3450
San Francisco, California 94104
Tel: 415-249-6200
PANTHEON, formally registered with the SEC as PANTHEON. The firm was established in 04/28/2010. They have over 4 offices throughout the country.
PANTHEON is a San Francisco, California based Financial Planning firm with nearly $54,085,991,054 assets under management, offering retirement planning & investment advisory services to 104 clients. The firm is staffed with 110 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 153425 |
SEC# | 801-71327 |
Assets Managed by Firm | $54,085,991,054 |
No. of Clients | 104 |
No. of Advisors | 110 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 104 | $54,085,991,054 |
Pension and profit sharing plans | $9,977,495,969 | |
Charitable organizations | Fewer than 5 clients | $7,361,038,282 |
Corporations or other businesses | Fewer than 5 clients | $6,904,040 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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