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Irene Chou

PANORAMIC CAPITAL, LLC·LARKSPUR, California
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900 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 4785485Firm CRD# 153450
01

About

Irene Chou 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PANORAMIC CAPITAL, LLC
PANORAMIC CAPITAL, LLC
AUM
$210M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PANORAMIC CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4785485
Firm CRD# 153450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Irene Chou offer?
Irene Chou specializes in Retirement Planning. Contact their office in LARKSPUR, California for a consultation.
What are Irene Chou's credentials?
Irene Chou is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Irene Chou located?
Irene Chou is based in LARKSPUR, California, working with PANORAMIC CAPITAL, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Irene Chou charge for services?
Irene Chou'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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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