Unclaimed Profile

Margaret Helen Boblitz

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York

Clean recordPASSIVE CAPITAL MANAGEMENT, LLC

SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 717211Firm CRD# 142870

Profile Verification

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

Identity

Margaret Helen Boblitz · SYRACUSE, NY

Registration

CRD #717211 · PASSIVE CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Margaret Helen Boblitz 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PASSIVE CAPITAL MANAGEMENT, LLC

AUM

$864M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PASSIVE CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 717211

Firm CRD# 142870

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Frequently Asked Questions

What services does Margaret Helen Boblitz offer?

Margaret Helen Boblitz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Margaret Helen Boblitz's credentials?

Margaret Helen Boblitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret Helen Boblitz located?

Margaret Helen Boblitz 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 Margaret Helen Boblitz charge for services?

Margaret Helen Boblitz'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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