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Pasi Investments, LLC

Headquartered in FARMINGTON, CT

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Firm Information

Pasi Investments, LLC is an investment advisor registered with the SEC and located in FARMINGTON, CT. The firm has 1 licensed agent and 4 investment adviser representatives. Pasi Investments, LLC manages approximately $503,293,741 in assets for 734 accounts. Their clients include high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities. They offer portfolio management services for businesses and individuals, as well as pension consulting.

Pasi Investments, LLC

10 TALCOTT NOTCH ROAD

FARMINGTON, CT 06032

$503.29M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

PASI INVESTMENTS, LLC has a total of 4 branch locations across the country.
location

FARMINGTON, CT

location

CHESHIRE, CT

location

WEST HENRIETTA, NY

location

McAllen, TX

Advisors at Pasi Investments, LLC

View All 4 Advisors
Unclaimed
Ashley W Rendon

RA

FARMINGTON, CT

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Ronald Jay Fishman

RA

FARMINGTON, CT

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Unclaimed
Jeffrey Michael Pangaro

RA

CHESHIRE, CT

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Unclaimed
Derek James Ivey

RA

FARMINGTON, CT

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Disclosures

There are no public disclosures for Pasi Investments, LLC.

Frequently Asked Questions (6)

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