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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