PASCO INVESTMENT ADVISORS INC

RIASEC Registered

Total AUM

$50.4M

Discretionary

$50.4M

100% of AUM

Avg account

$901K

Accounts

Employees

Advisory reps

Firm details

Headquarters: WESTFIELD, New Jersey
CRD number: 106133
Custodians: MORGAN STANLEY & CO. LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI94.8%
Corporations / Businesses2.21%
Charitable Organizations1.99%
Pension & Profit Sharing Plans0.74%
Individuals0.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pasco Investment Advisors Inc is a small, owner-operated advisory firm that manages discretionary portfolios for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and concentrates its allocation activity in equities, favoring exchange-traded instruments. Its advisory mandate covers both individual/small business portfolio management and portfolio management for business or institutional clients. Pasco Investment Advisors Inc is not positioned as an ESG-focused manager, and it operates on a concentrated scale rather than as a multi-state or national platform. Investment activity centers on separately managed accounts and liquid, exchange-traded exposure. That emphasis suggests a core use of ETFs and listed equities to establish broad market exposures combined with select security-level positioning where appropriate for client objectives.