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Building 2PASSANTE ASSOCIATES LLC

Map pinHIGHLAND, NY
Phone845-691-4035
NotebookSEC #801-62926
Total AUM
$134.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
216 ROUTE 299
HIGHLAND
NY 12528
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
845-691-4035

ReceiptFinancials

Total AUM
$134.7M
Accounts
1,022
Discretionary
$124.6M
Accounts
986
Non-Discretionary
$10.2M
Accounts
36

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINHNJNY

HandshakeAffiliates

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

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