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PASSIVE CAPITAL MANAGEMENT, LLC

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

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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 $794,689,488 assets under management, offering retirement planning & investment advisory services to 727 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#142870
SEC#801-68774
Assets Managed by Firm$794,689,488
No. of Clients727
No. of Advisors6

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total727$794,689,488
Individuals (other than high net worth individuals)243$57,961,938
High net worth individuals104$576,459,911
Pension and profit sharing plansFewer than 5 clients$9,212,554
Charitable organizations12$80,284,919
Corporations or other businesses7$70,770,166

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