PANORAMA POINT PARTNERS, LLC

13030 Pierce Street
Suite 310
Omaha, Nebraska 68144
Tel: 402-933-1280

About PANORAMA POINT PARTNERS, LLC

PANORAMA POINT PARTNERS, LLC, formally registered with the SEC as PANORAMA POINT PARTNERS, LLC. The firm was established in 07/10/2015. They have over 3 offices throughout the country.

PANORAMA POINT PARTNERS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $216,378,100 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165704
SEC#	801-100497
Assets Managed by Firm	$216,378,100
No. of Clients	19
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO MANAGEMENT FOR SINGLE PURPOSE INVESTMENT - LIMITED LIABILITY COMPANIES; ADVISORY AND CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$216,378,100

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FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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