201 S. Biscayne Blvd
28th Floor
Miami, Florida 33131
Tel: 305-913-7569
PANORAMIKA ADVISORS INC, formally registered with the SEC as PANORAMIKA ADVISORS INC. The firm was established in 09/09/2014. They have over 1 offices throughout the country.
PANORAMIKA ADVISORS INC. is a Miami, Florida based Financial Planning firm with nearly $947,301,418 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 172737 |
SEC# | 801-80278 |
Assets Managed by Firm | $947,301,418 |
No. of Clients | 176 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 176 | $947,301,418 |
High net worth individuals | 4 | $15,307,718 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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