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PANORAMIKA ADVISORS INC.

201 S. Biscayne Blvd
28th Floor
Miami, Florida 33131
Tel: 305-913-7569

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About PANORAMIKA ADVISORS INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#172737
SEC#801-80278
Assets Managed by Firm$947,301,418
No. of Clients176
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total176$947,301,418
High net worth individuals4$15,307,718

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