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Co-Trustee · Panoramic Capital Partners LLC

Julie B Carter

CRD 7926809 · Named on Form ADV at one SEC-registered adviser

At a glance

Panoramic Capital Partners LLC, an SEC-registered wealth manager based in Lake Oswego, OR with $393 million in regulatory assets, lists Julie B Carter on its Form ADV as Co-Trustee, a control person.

Firms and roles

AtlasMembers

Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Andrew G. CarterChief Compliance Officer & Chief Executive Officer, Panoramic Capital Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.