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Building 2PASQUINELLI INVESTMENT MANAGEMENT

Map pinMONTEREY, CA
Phone831-373-3936
NotebookSEC #801-15810
Total AUM
$31.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1340 MUNRAS AVENUE SUITE 300
MONTEREY
CA 93940
USA
Operating Hours
9:00-5:00
Monday - Friday
Phone
831-373-3936

ReceiptFinancials

Total AUM
$31.9M
Accounts
108
Discretionary
$29M
Accounts
104
Non-Discretionary
$2.8M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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