P
CRD: 332276
Panorama Financial LLC
Fair Lawn, NJ
6462457747
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
16-03 Jordan Road Fair Lawn NJ
About Panorama Financial LLC
Panorama Financial LLC is a Fair Lawn-based RIA. The firm has been operating for 1 years. Managing $18.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$18.4M AVG AUM / ADVISOR
$613.1K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst beacon Unison pathway Timber
Investment Themes
Legacy Beacon Pathway glacier Radial pioneer
Investment Vehicles
Wave signal
Services
Atlas prime Vital capital Summit Ember Crest delta Radial Legacy Element
Owner & Executives
P
PAUL CHERANSKY
Chief Compliance Officer, Managing Member
- CRD
- #2529766
- Ownership
- 75% or more
(586) 487-3648
focus.value@peakcapital.com
in linkedin.com/in/ridge-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,392,212 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,392,212 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,392,212
Public Funds:
13.3% Cash:
26.8% U.S. Government/Agency:
39.9% Equity - Exchange:
11.0% Corporate - Investment Grade:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $485,643,744 | 13.3% |
| Cash | $978,590,401 | 26.8% |
| U.S. Government/Agency | $1,456,931,232 | 39.9% |
| Equity - Exchange | $401,660,239 | 11.0% |
| Corporate - Investment Grade | $328,631,105 | 9.0% |
| Total | $3,651,456,721 | 100.0% |