Pashman Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 316253
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pashman Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education through seminars and workshops. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to third-party funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Max Pashman
Financial PlannerCRD 6640294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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