Salina Place, 205 S. Salina Street
Suite 403
Syracuse, New York 13202
Tel: 315-478-3130
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 $794,689,488 assets under management, offering retirement planning & investment advisory services to 727 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 142870 |
SEC# | 801-68774 |
Assets Managed by Firm | $794,689,488 |
No. of Clients | 727 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 727 | $794,689,488 |
Individuals (other than high net worth individuals) | 243 | $57,961,938 |
High net worth individuals | 104 | $576,459,911 |
Pension and profit sharing plans | Fewer than 5 clients | $9,212,554 |
Charitable organizations | 12 | $80,284,919 |
Corporations or other businesses | 7 | $70,770,166 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,185,061,196,999 | 2233188 | 28000 | |
$1,163,046,943,604 | 2220 | 6491 |
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