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Kimon Passios

Pinnacle Associates, Ltd.

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About Kimon Passios

Kimon Passios is an Investment Advisor Representative with Pinnacle Associates, Ltd. Kimon Passios has been working in the industry since 05/1996 and is registered with the state regulators of Connecticut and New York. Kimon Passios is licensed with Pinnacle Associates, Ltd. in the following states: Connecticut and New York. Pinnacle Associates, Ltd. has offices in Westport, CT and NEW YORK, NY.

Firm Information

Kimon Passios is currently registered with Pinnacle Associates, Ltd.. Pinnacle Associates, Ltd. is an investment advisor headquartered in New York, NY. The firm manages approximately $8.14 billion in assets and has a team of 25 investment adviser representatives and 29 investment advisory functions. Pinnacle Associates offers a range of investment advisory services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. They serve a diverse clientele including high-net-worth individuals, corporations, trusts, foundations, and charitable organizations. The firm also participates in wrap fee programs.
Pinnacle Associates, Ltd.

286 MADISON AVENUE

NEW YORK, NY 10017

$8.14B

Assets Under Management

Not reported

Total Clients

28

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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.

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Kimon Passios’s Registration & Firm History

CT

09/04/2021 - Present

Pinnacle Associates, Ltd. (Westport CT)

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Licenses & Designations

IA

Issued 01/09/1997

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimon Passios.
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