PANORAMIC CAPITAL, LLC

LARKSPUR, California·3 registered advisors·CRD# 153450
SEC# 801-1305260415-925-9033
01

Firm Overview

AUM
$210M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PANORAMIC CAPITAL, LLC

3 registered advisors
Barbara Hazen
LARKSPUR, California
Irene Chou
LARKSPUR, California
William Robert Hazen
LARKSPUR, California
05

Office Locations

LARKSPUR, California
3 advisors

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Data sourced from SEC Form ADV filings. PANORAMIC CAPITAL, LLC (CRD# 153450) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.