P
$42.0M Total AUM
$42.0M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2011
- Office Locations
- 1
Office Locations
121 Portland Street Unit 1004 Boston MA
About Panos Financial Partners, LLC
Panos Financial Partners, LLC is a Boston-based RIA. The firm has been operating for 14 years. Managing $42.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$42.0M AVG AUM / ADVISOR
$591.5K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Investment Themes
Ember peak
Investment Vehicles
Bridge alpha
Services
Harbor ember Alpha
Owner & Executives
JAMES PATRICK PANOS
Chief Compliance Officer, Managing Member
- CRD
- #4135718
- Ownership
- 75% or more
(775) 368-9214
glacier.vital@momentumcapital.com
in linkedin.com/in/timber-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,000,000
Equity - Exchange:
15.0% Public Funds:
23.4% Cash:
24.6% Corporate - Investment Grade:
5.4% Municipal Bonds:
13.2% U.S. Government/Agency:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,231,619,823 | 15.0% |
| Public Funds | $1,921,326,923 | 23.4% |
| Cash | $2,019,856,509 | 24.6% |
| Corporate - Investment Grade | $443,383,136 | 5.4% |
| Municipal Bonds | $1,083,825,444 | 13.2% |
| U.S. Government/Agency | $1,510,786,982 | 18.4% |
| Total | $8,210,798,817 | 100.0% |