PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

RIASEC Registered

Total AUM

$60.4M

Discretionary

$59.2M

98% of AUM

Avg account

$387K

Accounts

156

Employees

Advisory reps

Firm details

Headquarters: BETTENDORF, Iowa
CRD number: 145367
Website: www.passageglobalcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI69.06%
Individuals19.26%
Corporations / Businesses10.95%
Charitable Organizations0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Passage Global Capital Management, LLC is an independent, individually owned registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional clients, and its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. Pension consulting is listed among the advisory services offered. Fee arrangements are mixed and include AUM-based fees, hourly billing, fixed fees and other pricing structures. The firm indicates it does not position itself as an active ESG investor and is not designated as a multi-state adviser in the source data.