$93.3M Total AUM
$93.3M Disc. AUM
-- 3Y CAGR
4 Employees
143 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank · Voya Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-07-2014
- Office Locations
- 2
Office Locations
-- Fresno CA
-- Lincoln NE
About Panoramic Financial
Panoramic Financial is an RIA serving physician families with a modern, time-efficient planning approach focused on long-term relationships. The team provides financial planning, tax and estate planning support, insurance guidance, college/529 planning, and portfolio construction with ongoing investment management (primarily public funds and mutual funds). Platform relationships include Altruist and Schwab.
Team overview
34 AVG AGE
$46.6M AVG AUM / ADVISOR
$652.4K AVG AUM / CLIENT
8.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
Available
Owner & Executives
ANDREW WAYNE MCFADDEN
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #5496210
- Ownership
- 75% or more
Available
Available
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J
JARRETT TOD SUDDARTH
--
- CRD
- #6391302
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,287,526 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,287,526 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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