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Jacques Pierre

PASI INVESTMENTS, LLC·FARMINGTON, Connecticut
Unclaimed Profile
10 TALCOTT NOTCH ROAD, FARMINGTON, CT 06032CRD# 7721110Firm CRD# 145640
01

About

Jacques Pierre is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with PASI INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
PASI INVESTMENTS, LLC
PASI INVESTMENTS, LLC
AUM
$503M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7721110
Firm CRD# 145640
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacques Pierre offer?
Jacques Pierre specializes in Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Jacques Pierre's credentials?
Jacques Pierre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacques Pierre located?
Jacques Pierre is based in FARMINGTON, Connecticut, working with PASI INVESTMENTS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Jacques Pierre charge for services?
Jacques Pierre's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PASI INVESTMENTS, LLC?
PASI INVESTMENTS, LLC has approximately 8 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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