Panoramic Financial Advice

Company Description (LinkedIn): Panoramic Financial Advice provides the highest quality in investment management and financial planning services to doctors, nurses, dentists, pharmacists, and other medical professionals, as well as family stewards. Panoramic Financial Advice is a California Registered Investment Adviser located in Fresno.

• ⏳ Active Since: 2014
• 📍 Location: Clovis, CA
• 🔢 Employee Count: 4
• 👥 Followers: 23

From WCI application:

• Services Offered: Services: Financial planning, investment management, tax strategy
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Educational seminars/workshops

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 43
• 🧾 Number of accounts: 842
• 🛍 Average Account Size: $50,619

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.panoramicfinancial.com