Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > new york > PANAGRAM CAPITAL CORPORATION ADVISER, LLC
PANAGRAM CAPITAL CORPORATION ADVISER, LLC
65 East 55th Street
29th Floor
New York, New York 10022
Tel: 212-970-1000
About PANAGRAM CAPITAL CORPORATION ADVISER, LLC
PANAGRAM CAPITAL CORPORATION ADVISER, LLC, formally registered with the SEC as PANAGRAM CAPITAL CORPORATION ADVISER, LLC. The firm was established in 06/08/2023. They have over 2 offices throughout the country.
PANAGRAM CAPITAL CORPORATION ADVISER, LLC is a New York, New York based Financial Planning firm with nearly $262,675,639 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326862 |
| SEC# | 801-128122 |
| Assets Managed by Firm | $262,675,639 |
| No. of Clients | 1 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $262,675,639 |
More Retirement Planning firms in New York, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in New York, New York