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Building 2PASSIVE CAPITAL MANAGEMENT, LLC

Map pinSYRACUSE, NY
Phone315-478-3130
NotebookSEC #801-68774
Total AUM
$996.9M
Employees
8
Clients
425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SALINA PLACE, 205 S. SALINA STREET
SUITE 403
SYRACUSE
NY 13202
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
315-478-3130
Other Offices
2

ReceiptFinancials

Total AUM
$996.9M
Accounts
428
Discretionary
$986.6M
Accounts
426
Non-Discretionary
$10.3M
Accounts
2

ContactClients

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Individual Clients
298
AUM
$82.9M
HNW Individual Clients
101
AUM
$747.7M
Pension/Profit Sharing Plan Clients
1
AUM
$29.9M
Charitable Organization Clients
16
AUM
$78.7M
Corporation or Business Clients
9
AUM
$57.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLMAMDNCNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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