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Kimon Passios

PINNACLE ASSOCIATES, LTD.·NEW YORK, New York
Unclaimed Profile
286 MADISON AVENUE, NEW YORK, NY 10017CRD# 2844957Firm CRD# 110631
01

About

Kimon Passios is a registered financial advisor based in NEW YORK, New York, affiliated with PINNACLE ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE ASSOCIATES, LTD.
PINNACLE ASSOCIATES, LTD.
AUM
$8.1B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at PINNACLE ASSOCIATES, LTD. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2844957
Firm CRD# 110631
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimon Passios offer?
Kimon Passios specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Kimon Passios's credentials?
Kimon Passios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimon Passios located?
Kimon Passios is based in NEW YORK, New York, working with PINNACLE ASSOCIATES, LTD.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Kimon Passios charge for services?
Kimon Passios'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 PINNACLE ASSOCIATES, LTD.?
PINNACLE ASSOCIATES, LTD. has approximately 64 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE ASSOCIATES, LTD.

Andronike Passios
NEW YORK, NY
Nancy Vang
NEW YORK, NY
Paul Joseph Lagermasini
NEW YORK, NY
Peter Marron
NEW YORK, NY
Peter Nathan Marron
NEW YORK, NY
Scott Michael Brown
NEW YORK, NY

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