PANORAMIC INVESTMENT ADVISORS, LLC
Legal name: PANORAMIC INVESTMENT ADVISORS
CRD #290770 SEC #801-112146 GLENDALE, CO 303-691-1808
SEC Registered
Total AUM
$292.5M
Discretionary
$292.5M
Employees
12
Clients
10
Accounts
1,066
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $292.5M | $292.5M | $0 | 12 | 0 |
| Apr 2025 | $292.5M | $292.5M | $0 | 12 | 0 |
| Apr 2025 | $292.5M | $292.5M | $0 | 12 | 0 |
| Mar 2025 | $292.5M | $292.5M | $0 | 12 | 0 |
| Jan 2025 | $242M | $242M | $0 | 12 | 0 |
| Apr 2024 | $242M | $242M | $0 | 12 | 0 |
| Apr 2024 | $242M | $242M | $0 | 12 | 0 |
| Mar 2024 | $242M | $242M | $0 | 12 | 0 |
| Mar 2024 | $198.4M | $198.4M | $0 | 10 | 3 |
| Oct 2023 | $198.4M | $198.4M | $0 | 10 | 3 |
| Aug 2023 | $198.4M | $198.4M | $0 | 10 | 3 |
| Feb 2023 | $198.4M | $198.4M | $0 | 10 | 3 |
| Jan 2023 | $191.5M | $191.5M | $0 | 11 | 0 |
| Dec 2022 | $191.5M | $191.5M | $0 | 11 | 0 |
| Dec 2022 | $191.5M | $191.5M | $0 | 11 | 0 |
| Mar 2022 | $191.5M | $191.5M | $0 | 11 | 0 |
| Nov 2021 | $166.9M | $166.9M | $0 | 11 | 0 |
| Mar 2021 | $166.9M | $166.9M | $0 | 11 | 0 |
| Jun 2020 | $146.6M | $146.6M | $0 | 5 | 0 |
| Feb 2020 | $146.6M | $146.6M | $0 | 5 | 0 |
| Mar 2019 | $134.5M | $134.5M | $0 | 5 | 0 |
| Mar 2018 | $127.7M | $127.7M | $0 | 5 | 0 |
| Feb 2018 | $0 | $0 | $0 | 5 | 0 |
| Nov 2017 | $0 | $0 | $0 | 5 | 0 |
DateMay 2025
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees12
Clients0
DateJan 2025
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees10
Clients3
DateOct 2023
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees10
Clients3
DateAug 2023
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees10
Clients3
DateFeb 2023
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees10
Clients3
DateJan 2023
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees11
Clients0
DateDec 2022
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees11
Clients0
DateDec 2022
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees11
Clients0
DateNov 2021
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0