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Home > Retirement Planners > connecticut > farmington > PASI INVESTMENTS, LLC
PASI INVESTMENTS, LLC
10 Talcott Notch Road
2nd Floor
Farmington, Connecticut 06032
Tel: 860-284-6880
About PASI INVESTMENTS, LLC
PASI INVESTMENTS, LLC, formally registered with the SEC as PASI INVESTMENTS, LLC. The firm was established in 01/16/2008. They have over 4 offices throughout the country.
PASI INVESTMENTS, LLC is a Farmington, Connecticut based Financial Planning firm with nearly $503,293,741 assets under management, offering retirement planning & investment advisory services to 734 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145640 |
| SEC# | 801-68712 |
| Assets Managed by Firm | $503,293,741 |
| No. of Clients | 734 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 734 | $503,293,741 |
| Individuals (other than high net worth individuals) | 192 | $39,282,389 |
| High net worth individuals | 56 | $57,848,754 |
| Pension and profit sharing plans | 187 | $387,224,253 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
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