PASSIVE CAPITAL MANAGEMENT, LLC

Salina Place, 205 S. Salina Street
Suite 403
Syracuse, New York 13202
Tel: 315-478-3130

About PASSIVE CAPITAL MANAGEMENT, LLC

PASSIVE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PASSIVE CAPITAL MANAGEMENT, LLC. The firm was established in 02/06/2008. They have over 2 offices throughout the country.

PASSIVE CAPITAL MANAGEMENT, LLC is a Syracuse, New York based Financial Planning firm with nearly $863,711,585 assets under management, offering retirement planning & investment advisory services to 368 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142870
SEC#	801-68774
Assets Managed by Firm	$863,711,585
No. of Clients	368
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	368	$863,711,585
Individuals (other than high net worth individuals)	237	$57,235,172
High net worth individuals	109	$634,794,440
Pension and profit sharing plans	2	$10,732,183
Charitable organizations	13	$92,816,132
Corporations or other businesses	7	$68,133,658

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