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PASSAIC PARTNERS LLC
110 Edison Place
Suite 304
Newark, New Jersey 07102
Tel: 201-603-7200
About PASSAIC PARTNERS LLC
PASSAIC PARTNERS LLC, formally registered with the SEC as PASSAIC PARTNERS LLC. The firm was established in 05/05/2021. They have over 1 offices throughout the country.
PASSAIC PARTNERS LLC is a Newark, New Jersey based Financial Planning firm with nearly $1,268,372,594 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313290 |
| SEC# | 801-120980 |
| Assets Managed by Firm | $1,268,372,594 |
| No. of Clients | 14 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14 | $1,268,372,594 |
| Pension and profit sharing plans | 10 | $886,644,374 |
| Charitable organizations | Fewer than 5 clients | $34,463,000 |
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