Hedge Fund Database

PANORAMIC INVESTMENT ADVISORS

PANORAMIC INVESTMENT ADVISORS, LLC Legal Name

Adviser information for PANORAMIC INVESTMENT ADVISORS last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 955 $242.0M
Non-Discretionary 0 $0
Total 955 $242.0M

Clients

Type Number RAUM
Individuals 405 $120.5M
HNW Individuals 65 $121.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $8,353
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $33,972
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-112146
SEC ERA File Number 801-112146
SEC CIK Numbers 1967332
SEC CRD Numbers 290770
Legal Entity Identifier None

Principal Office

650 SOUTH CHERRY STREET,
SUITE 840
GLENDALE
CO
United States
Monday - Friday, 9AM TO 4PM
Tel: 303-691-1808, Fax: None

Websites

www.panoramicia.com www.insightassetmgmt.com www.avalonretirement.com www.linkedin.com/company/insight-asset-management-llc/about/ www.facebook.com/insightassetmgmt/ www.linkedin.com/in/steven-salter

Chief Compliance Officer

STACIE CRADDOCK
650 SOUTH CHERRY STREET
SUITE 840
DENVER
CO
United States
Tel: 303-691-1808
(Full email address available in API data)

Regulatory Contact

LINDSAY RIDER
CCO DELEGATE
650 SOUTH CHERRY
SUITE 840
GLENDALE
CO
United States
Tel: 303-691-1808
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SALTER, STEVEN, LEE Individual – MANAGING MEMBER 11/2017 > 75%
CRADDOCK, STACIE, R Individual – CCO 11/2017 < 5%

No. Employees, Historic

201002020202120222023202420255 on 2/17/20205 on 6/24/202011 on 3/31/202111 on 11/1/202111 on 3/3/202211 on 12/12/202211 on 12/20/202211 on 1/25/202310 on 2/2/202310 on 8/2/202310 on 10/2/202310 on 3/8/202412 on 3/22/2024

RAUM, Historic

300M150M0202020212022202320242025146592906 on 2/17/2020146592906 on 6/24/2020166906372 on 3/31/2021166906372 on 11/1/2021191461660 on 3/3/2022191461660 on 12/12/2022191461660 on 12/20/2022191461660 on 1/25/2023198391037 on 2/2/2023198391037 on 8/2/2023198391037 on 10/2/2023198391037 on 3/8/2024242035085 on 3/22/2024

No. Clients, Historic

5002500202020212022202320242025265 on 2/17/2020265 on 6/24/2020358 on 3/31/2021358 on 11/1/2021360 on 3/3/2022360 on 12/12/2022360 on 12/20/2022360 on 1/25/2023484 on 2/2/2023484 on 8/2/2023484 on 10/2/2023484 on 3/8/2024472 on 3/22/2024

Holdings

From latest 13F, filed April 18th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 466K 25K –
ISHARES TR 20 YR TR BD ETF 3M 34K –
ISHARES TR CORE S&P TTL STK 658K 6K –
ISHARES TR IBONDS DEC 2033 2M 62K –
ISHARES TR INTL SEL DIV ETF 524K 19K –
ISHARES TR JPMORGAN USD EMG 295K 3K –
ISHARES TR U.S. MED DVC ETF 1M 18K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 3M 46K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 8M 97K –
VANGUARD STAR FDS VG TL INTL STK F 1M 18K –
WISDOMTREE TR US QTLY DIV GRT 1M 18K –
SELECT SECTOR SPDR TR ENERGY 2M 19K –
INVESCO QQQ TR UNIT SER 1 2M 5K –
ISHARES TR ISHS 1-5YR INVS 445K 9K –
ISHARES TR CORE S&P500 ETF 2M 4K –
SCHWAB STRATEGIC TR US BRD MKT ETF 2M 26K –
SCHWAB STRATEGIC TR US LCAP VA ETF 5M 63K –
VANGUARD WORLD FD FINANCIALS ETF 392K 4K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 22K –
VANGUARD WORLD FD INF TECH ETF 2M 3K –
WISDOMTREE TR US TOTAL DIVIDND 732K 10K –
ISHARES TR BLACKROCK ULTRA 2M 47K –
SPDR SER TR PORTFOLIO S&P500 12M 190K –
FIDELITY WISE ORIGIN BITCOIN SHS 5M 85K –
ISHARES BITCOIN TR SHS 5M 122K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 503K 8K –
VANGUARD WORLD FD HEALTH CAR ETF 379K 1K –
AMAZON COM INC COM 991K 5K –
SELECT SECTOR SPDR TR FINANCIAL 260K 6K –
ISHARES TR MRNING SM CP ETF 816K 13K –
SCHWAB STRATEGIC TR US LCAP GR ETF 3M 35K –
ABBOTT LABS COM 3M 23K –
ALPHABET INC CAP STK CL A 2M 12K –
ALPHABET INC CAP STK CL C 5M 32K –
ISHARES TR CORE MSCI EAFE 2M 28K –
ISHARES TR CORE S&P MCP ETF 1M 17K –
ISHARES TR MSCI USA QLT FCT 4M 25K –
PACER FDS TR PACER US SMALL 396K 8K –
VANECK ETF TRUST MRNGSTR WDE MOAT 5M 53K –
VANGUARD MALVERN FDS CORE-PLUS BD ETF 223K 3K –
VANGUARD INDEX FDS GROWTH ETF 2M 5K –
ISHARES TR CORE S&P SCP ETF 385K 3K –
ISHARES TR MSCI USA MIN VOL 557K 7K –
ISHARES TR CORE TOTAL USD 287K 6K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 715K 8K –
ISHARES INC MSCI EMRG CHN 526K 9K –
ISHARES TR TRS FLT RT BD 830K 16K –
FIDELITY COVINGTON TRUST MSCI FINLS IDX 253K 4K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 694K 13K –
META PLATFORMS INC CL A 1M 2K –
PEPSICO INC COM 2M 11K –
TOLL BROTHERS INC COM 246K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 4M 8K –
WELLTOWER INC COM 544K 6K –
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 645K 14K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 623K 9K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 508K 8K –
ISHARES TR U.S. TECH ETF 276K 2K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 731K 5K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 544K 3K –
ZOOM VIDEO COMMUNICATIONS IN CL A 261K 4K –
EXXON MOBIL CORP COM 418K 4K –
APPLE INC COM 2M 10K –
ISHARES TR S&P MC 400VL ETF 779K 7K –
ISHARES TR SP SMCP600VL ETF 553K 5K –
PFIZER INC COM 329K 12K –
VANGUARD BD INDEX FDS INTERMED TERM 336K 4K –
SCHWAB STRATEGIC TR US MID-CAP ETF 1M 18K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 26K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
MICROSOFT CORP COM 1M 3K –
SCHWAB CHARLES CORP COM 983K 14K –
COMCAST CORP NEW CL A 277K 6K –
EATON CORP PLC SHS 292K 934 –
FORD MTR CO DEL COM 141K 11K –
MERCK & CO INC COM 534K 4K –
NVIDIA CORPORATION COM 468K 518 –
TESLA INC COM 658K 4K –
BARINGS BDC INC COM 247K 27K –
FS KKR CAP CORP COM 425K 22K –
SCHWAB STRATEGIC TR US TIPS ETF 696K 13K –
NORTHERN LTS FD TR III HCM DEFND 100 2M 27K –
NORTHERN LTS FD TR III HCM DEFEN 500 1M 31K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 215K 4K –
VANECK ETF TRUST FALLEN ANGEL HG 329K 11K –
VANGUARD WORLD FD ENERGY ETF 374K 3K –
VANGUARD WORLD FD CONSUM STP ETF 373K 2K –
AIM ETF PRODUCTS TRUST US LRGCP B10 JUN 329K 11K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 275K 4K –
MICROSTRATEGY INC CL A NEW 211K 124 –
SCHWAB STRATEGIC TR US LRG CAP ETF 208K 3K –
LOCKHEED MARTIN CORP COM 267K 587 –
VANGUARD INDEX FDS MCAP VL IDXVIP 207K 1K –
VANGUARD INDEX FDS REAL ESTATE ETF 267K 3K –
REALTY INCOME CORP COM 354K 7K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 257K 43K –
ISHARES GOLD TR ISHARES NEW 265K 6K –
SPDR GOLD TR GOLD SHS 263K 1K –
ISHARES TR MSCI USA ESG SLC 326K 3K –
AIM ETF PRODUCTS TRUST US LRGCP B10 JAN 385K 12K –
AIM ETF PRODUCTS TRUST US LRGCP B10 OCT 494K 14K –
AIM ETF PRODUCTS TRUST US LRGCP B20 OCT 254K 8K –
SOFI TECHNOLOGIES INC COM 168K 23K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 953K 17K –
ISHARES TR ISHS 5-10YR INVT 315K 6K –
ARBOR REALTY TRUST INC COM 174K 13K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 226K 7K –
CELLDEX THERAPEUTICS INC NEW COM NEW 273K 7K –
VANGUARD WORLD FD MEGA CAP INDEX 262K 1K –
SPDR S&P 500 ETF TR TR UNIT 212K 405 –
MIDCAP FINANCIAL INVSTMNT CO COM NEW 807K 54K –
DAVITA INC COM 203K 1K –
VANGUARD WORLD FD UTILITIES ETF 264K 2K –