Panteles Advisors, LLC
Panteles Advisors, LLC is an SEC-registered ria with $108.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Panteles Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322676, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $108.2M (2026-06-23)
- Firm type
- Ria
- Employees
- 4
- Clients
- 39
- CRD
- 322676
- Ownership
- Shannon, Leslee; LESLEE SHANNON SPOUSAL TRUST; STEPHEN SHANNON SPOUSAL TRUST; JLIGP, LLC; JUNK, AARON, BARTO
How much AUM does Panteles Advisors, LLC have?
Panteles Advisors, LLC reported $108.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Panteles Advisors, LLC?
Disclosed owners and executives of Panteles Advisors, LLC include Shannon, Leslee, LESLEE SHANNON SPOUSAL TRUST, STEPHEN SHANNON SPOUSAL TRUST, JLIGP, LLC, JUNK, AARON, BARTO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.