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Building 2PANORAMIC CAPITAL PARTNERS LLC

Map pinLAKE OSWEGO, OR
Phone503-937-7819
NotebookSEC #801-130301
Total AUM
$392.7M
Employees
7
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4949 MEADOWS ROAD
SUITE 360
LAKE OSWEGO
OR 97035
United States
Operating Hours
7 AM - 4 PM
Monday - Friday
Phone
503-937-7819
Other Offices
1

ReceiptFinancials

Total AUM
$392.7M
Accounts
712
Discretionary
$392.7M
Accounts
712
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$30.8M
HNW Individual Clients
101
AUM
$355M
Charitable Organization Clients
1
AUM
$6.2M
Corporation or Business Clients
1
AUM
$631.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAMTORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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