Pashman Financial LLC

Overview

Pashman Financial LLC is a small, independent registered investment adviser serving individual and family clients with an equity-first approach. The firm delivers financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its advisory model blends fee-based relationships — percentage of AUM, hourly and fixed-fee engagements — with hands-on planning and small-account management. Investment activity is concentrated in exchange-traded equities, reflecting a preference for liquid, tradable instruments that support tax-aware trading and straightforward reporting for smaller client balances. The firm is not positioned as a capital allocator to external alternative-fund managers and is not an active ESG investor. Custody and trading are handled through Altruist Financial LLC.

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Public Holdings

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Location & Offices