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PASCO INVESTMENT ADVISORS INC
PASCO INVESTMENT ADVISORS INC
WESTFIELD, New Jersey
·
3 registered advisors
·
CRD# 106133
SEC# 801-47690
908-518-1888
01
Firm Overview
AUM
$79M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PASCO INVESTMENT ADVISORS INC
3 registered advisors
Joanne Reiman Santoriello
WESTFIELD, New Jersey
CRD# 4919356
Lawrence Allen Kelly
WESTFIELD, New Jersey
CRD# 2254487
Peter Anthony Santoriello
WESTFIELD, New Jersey
CRD# 2254463
05
Office Locations
WESTFIELD, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. PASCO INVESTMENT ADVISORS INC (CRD# 106133) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.