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Margaret Helen Boblitz

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York
Unclaimed Profile
SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 717211Firm CRD# 142870
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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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# 717211
Firm CRD# 142870
No disclosures on file
View on FINRA BrokerCheck →

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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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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
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Research
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