Panos Financial Partners, LLC

Panos Financial Partners, LLC (CRD# 158080) is a financial advisory firm headquartered in Boston, MA. They manage $35,000,000 in 93 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
121 Portland Street, Unit 1004, Boston, MA 02114
http://www.panosfp.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $376,344
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NJ

Financial Advisors at Panos Financial Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Panos, financial advisor Boston MA
James P. Panos
CRD#: 4135718
121 Portland Street, Unit 1004, Boston, MA 02114

James Panos (CRD# 4135718) is an Investment Advisor Representative working at Panos Financial Partners, LLC in Boston, MA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals