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Brent Matthew Pasqua

EVERMONT WEALTH, INC.·CLAREMONT, California
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419 YALE AVENUE, CLAREMONT, CA 91711CRD# 5880292Firm CRD# 168581
01

About

Brent Matthew Pasqua is a registered financial advisor based in CLAREMONT, California, affiliated with EVERMONT WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVERMONT WEALTH, INC.
EVERMONT WEALTH
AUM
$226M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EVERMONT WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5880292
Firm CRD# 168581
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent Matthew Pasqua offer?
Brent Matthew Pasqua specializes in Financial Planning, Investment Management. Contact their office in CLAREMONT, California for a consultation.
What are Brent Matthew Pasqua's credentials?
Brent Matthew Pasqua is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Matthew Pasqua located?
Brent Matthew Pasqua is based in CLAREMONT, California, working with EVERMONT WEALTH, INC.. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.
How does Brent Matthew Pasqua charge for services?
Brent Matthew Pasqua's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERMONT WEALTH, INC.?
EVERMONT WEALTH, INC. has approximately 4 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLAREMONT
Gaetan Thomas Scalzo — CLAREMONT FINANCIAL GROUP,INC.Paul Mathias Goldensohn — GOULD ASSET MANAGEMENT LLCDonald Paul Gould — GOULD ASSET MANAGEMENT LLCRonald Allan Bilecki — FINANCIAL DESIGNS CORPORATIONHenry Milton Ford — LIFESTEPS FINANCIAL, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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