Passco Capital, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
117323
Registered since
December 18, 2001

Firm profile

FINTRX

Overview

Passco Capital, Inc. is organized as a corporation and has been SEC-registered since 2001. Publicly available snapshot data lists ownership as a combination of a domestic entity and an individual; the firm is otherwise classified as "unclassified" in the dataset. The record does not disclose the firm's advisory scope, fee model, or specific business activities. The dataset flags several operational attributes: Passco Capital, Inc. is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not reported as a pension consultant or related adviser. Beyond registration status and basic ownership type, the firm has provided minimal public detail about its services or investment approach.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Passo

    William Passo

    CEO and FounderCRD 1577661

Contacts

3 of 7
  • Belden Brown

    Belden Brown

    Executive Vice PresidentCRD 1027948

  • Linda Wessels

    Registered RepresentativeCRD 1435950

  • Alexander Wang

    Alexander Wang

    Vice PresidentCRD 4242788

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2050 Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth