CRD: 322676

Panteles Advisors

Argyle, TX, 76226

(940) 239-8042

$108.2M Total AUM

$108.2M Disc. AUM

-- 3Y CAGR

4 Employees

39 ADV. Clients

3 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company · JP Morgan
Clients: Retail
Platforms: --
Established Date: 12-09-2022
Office Locations: 1

Office Locations

415 US 377, Suite 110 Argyle TX

About Panteles Advisors

Panteles Advisors is a Argyle-based RIA. The firm has been operating for 3 years. Managing $108.2M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.

Team overview

-- AVG AGE

$27.0M AVG AUM / ADVISOR

$2.8M AVG AUM / CLIENT

2.1 yrs AVG TENURE

4 Employees

4 Advisory Reps

4 RIA Reps

3yrs Firm Age

Insights

Available

Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

AARON BARTO JUNK

Chief Compliance Officer, PARTNER

CRD: #3001168
Ownership: Less than 5%

Available

STEPHEN ROBERT SHANNON

PARTNER

CRD: #3274987
Ownership: Less than 5%

Available

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Contacts

Alec Michael Calvillo

CRD: #8040639

Available

Collins Garrett Knight

CRD: #6967821

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

06-23-2026

Category	Assets	AVG. Account size
Discretionary	$108,183,493	$1,020,599
Non-Discretionary	$0	--
Total	$108,183,493	$1,020,599

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

Available

Equity - OTC:

Available

Cash:

Available

Municipal Bonds:

Available

Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Equity - OTC	Available	Available
Cash	Available	Available
Municipal Bonds	Available	Available
Total	Available	Available

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Panteles Advisors

Firm Details

Office Locations

About Panteles Advisors

Team overview

Insights

Accredited Investors

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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