Unclaimed Profile

Barbara Hazen

PANORAMIC CAPITAL, LLC·LARKSPUR, California

Clean recordPANORAMIC CAPITAL, LLC

900 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 7699787Firm CRD# 153450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Hazen · LARKSPUR, CA

Registration

CRD #7699787 · PANORAMIC CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barbara Hazen is a registered financial advisor based in LARKSPUR, California, affiliated with PANORAMIC CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PANORAMIC CAPITAL, LLC

AUM

$210M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PANORAMIC CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7699787

Firm CRD# 153450

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Hazen offer?

Barbara Hazen specializes in Retirement Planning. Contact their office in LARKSPUR, California for a consultation.

What are Barbara Hazen's credentials?

Barbara Hazen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Hazen located?

Barbara Hazen is based in LARKSPUR, California, working with PANORAMIC CAPITAL, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.

How does Barbara Hazen charge for services?

Barbara Hazen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PANORAMIC CAPITAL, LLC?

PANORAMIC CAPITAL, LLC has approximately 5 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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