A complete list of active advisors currently associated with Panteles Advisors

Warmer can help you find a great advisor at Panteles Advisors or one who fits your needs even better.

Panteles Advisors, LLC provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, families, trusts, estates, businesses, and charitable organizations. The firm manages roughly $108 million in client assets across a limited number of relationships and typically delivers portfolio management alongside financial planning, with fees generally structured as asset‑based arrangements unless otherwise negotiated. The firm uses a strategic asset allocation framework informed by macroeconomic, fundamental, quantitative, qualitative and technical analysis to construct customized portfolios across equities, fixed income, ETFs and alternative investments. Panteles states it does not pursue highly speculative strategies as a rule, but with client approval may employ options for hedging or exposure and limited use of margin (typically not exceeding about 10%), and may include private placements or third‑party managers where appropriate. Notably, Panteles is among a small minority of team advisory firms that may negotiate performance‑based or flat‑fee arrangements for Eligible Qualified Purchasers, and it discloses the side‑by‑side management conflicts that can arise from those arrangements. The firm also lists extensive indirect affiliations with real estate, alternative, and private placement entities and requires disclosure and client acknowledgement of related conflicts before offering those investments.

To learn more about the advisors currently working at Panteles Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.