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Building 2PASQUA WEALTH SOLUTIONS

Map pinPALM CITY, FL
Phone(914) 461-3336
NotebookSEC #801-135275
Total AUM
$129.7M
Employees
3
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1602 NW SWEETBAY CIR
PALM CITY
FL 34990
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(914) 461-3336

ReceiptFinancials

Total AUM
$129.7M
Accounts
53
Discretionary
$50.8M
Accounts
45
Non-Discretionary
$78.9M
Accounts
8

ContactClients

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Individual Clients
30
AUM
$14.1M
HNW Individual Clients
15
AUM
$36.7M
Pension/Profit Sharing Plan Clients
8
AUM
$78.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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