AdvisorRanked
95
Clean

PANAGORA ASSET MANAGEMENT INC

ONE INTERNATIONAL PLACE, BOSTON, MA 2110
Fiduciaryfee-onlySEC Registered
617-439-6300 HTTPS://WWW.PANAGORA.COM CRD #105201
$44.1B
Assets Managed
44
Clients
110
Employees
37
Years Active
since 1989

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 37 years.

Firm Details

Legal NamePANAGORA ASSET MANAGEMENT INC
CRD Number#105201
SEC RegisteredYes
Registration Date1989-11-09
States RegisteredMA
Assets Under Management$44.1B
Number of Clients44
Employees110
Compensation Typefee-only
Last ADV Filing46111

Other Advisors in BOSTON

View all advisors in BOSTON

Frequently Asked Questions

Is PANAGORA ASSET MANAGEMENT INC a fiduciary?

Yes. PANAGORA ASSET MANAGEMENT INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PANAGORA ASSET MANAGEMENT INC charge clients?

PANAGORA ASSET MANAGEMENT INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PANAGORA ASSET MANAGEMENT INC have any complaints?

No. PANAGORA ASSET MANAGEMENT INC has zero complaints or disciplinary actions on file with the SEC or FINRA across 37 years of operation.

How does PANAGORA ASSET MANAGEMENT INC compare to other advisors in BOSTON?

PANAGORA ASSET MANAGEMENT INC has a Red Flag Score of 95/100. There are 339 registered advisory firms in BOSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.