Unclaimed Profile

James Passios

CERES PARTNERS, LLC·SOUTH BEND, Indiana

Clean recordCERES PARTNERS, LLC

1251 N. EDDY STREET, SOUTH BEND, IN 46617CRD# 6893781Firm CRD# 290937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Passios · SOUTH BEND, IN

Registration

CRD #6893781 · CERES PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Passios is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with CERES PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CERES PARTNERS, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CERES PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6893781

Firm CRD# 290937

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Frequently Asked Questions

What services does James Passios offer?

James Passios specializes in Retirement Planning. Contact their office in SOUTH BEND, Indiana for a consultation.

What are James Passios's credentials?

James Passios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Passios located?

James Passios is based in SOUTH BEND, Indiana, working with CERES PARTNERS, LLC. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.

How does James Passios charge for services?

James Passios's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERES PARTNERS, LLC?

CERES PARTNERS, LLC has approximately 21 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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