$18.8M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-28-2016
- Office Locations
- 1
Office Locations
-- Burnsville MN
About Panoramic Financial Management
Panoramic Financial Management works with physician families, providing personalized, proactive financial planning and investment guidance built for long-term relationships and a time-efficient service model. Portfolios emphasize public funds and ETFs, complemented by municipal and government bonds, with a risk-managed, index-oriented approach. Custodies primarily at Charles Schwab.
Team overview
54 AVG AGE
$18.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL WAYNE SWANSON
Chief Compliance Officer, Owner
- CRD
- #6293214
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,754,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,754,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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