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Jacob Paul Asplundh

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York
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SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 6053041Firm CRD# 142870
01

About

Jacob Paul Asplundh is a registered financial advisor based in SYRACUSE, New York, affiliated with PASSIVE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PASSIVE CAPITAL MANAGEMENT, LLC
PASSIVE CAPITAL MANAGEMENT, LLC
AUM
$864M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PASSIVE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6053041
Firm CRD# 142870
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Paul Asplundh offer?
Jacob Paul Asplundh specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.
What are Jacob Paul Asplundh's credentials?
Jacob Paul Asplundh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Paul Asplundh located?
Jacob Paul Asplundh is based in SYRACUSE, New York, working with PASSIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Jacob Paul Asplundh charge for services?
Jacob Paul Asplundh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PASSIVE CAPITAL MANAGEMENT, LLC?
PASSIVE CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $864M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SYRACUSE
Michelle Denise Werth — CADARET, GRANT & CO., INC.Susan Schott Hawks — CADARET, GRANT & CO., INC.Daniel Zanti Strine — PASSIVE CAPITAL MANAGEMENT, LLCAnthony Franklin Van Ore — ONEGROUP WEALTH PARTNERS, INC.Theodore John Sarenski — BLUE OCEAN STRATEGIC CAPITAL, LLC
Nearby cities in New York
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