PANORAMIC FINANCIAL MANAGEMENT

PANORAMIC FINANCIAL MANAGEMENT is an SEC-registered investment adviser (CRD 285416). Regulatory assets under management: $18.8M.

Registration

• CRD: 285416
• Type: Registered investment adviser
• Phone: (952) 564-8940
• Latest filing: 2026-01-22
• Regulatory AUM: $18.8M
• Discretionary AUM: $18.8M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search