$43.5M Total AUM
$43.5M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus
- Established Date
- 02-17-2016
- Office Locations
- 1
Office Locations
-- Truro MA
About Pamet Advisors LLC
Pamet Advisors LLC is a Truro, MA RIA serving individuals and families with managed accounts and financial planning (retirement, estate, education). Portfolios follow a long-term, low-cost, value-based approach with goal-driven asset allocation, annual rebalancing, and coaching through market volatility. Client assets are custodied at Charles Schwab with 24/7 online access and Schwab statements.
Team overview
-- AVG AGE
$43.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Signal Prime zenith
Client Personas
North insight
Custodian
Meridian Signal focus
Fund Managers
Momentum north
Investment Themes
Quantum Signal
Investment Vehicles
Matrix frontier Foundation
Services
Atlas quantum Ember peak Eagle Quantum unison Bridge
Technology
Quantum
Owner & Executives
E
Eric W. Bingham
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #6607311
- Ownership
- 75% or more
(662) 535-3823
peak.fusion@harborcapital.com
in linkedin.com/in/signal-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,539,446 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,539,446 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,539,446
Equity - Exchange:
26.8% Equity - OTC:
22.9% Public Funds:
22.4% Cash:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $191,199,515 | 26.8% |
| Equity - OTC | $163,375,705 | 22.9% |
| Public Funds | $159,808,550 | 22.4% |
| Cash | $199,047,255 | 27.9% |
| Total | $713,431,025 | 100.0% |