PASI INVESTMENTS, LLC

FARMINGTON, Connecticut·9 registered advisors·CRD# 145640
SEC# 801-687123860-284-6880
01

Firm Overview

AUM
$503M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at PASI INVESTMENTS, LLC

9 registered advisors
David J Wetsman
FARMINGTON, Connecticut
Jacques Pierre
FARMINGTON, Connecticut
Jeffrey Michael Pangaro
FARMINGTON, Connecticut
Lori Wetsman
FARMINGTON, Connecticut
Matthew Gerard Riordan
FARMINGTON, Connecticut
Megan E Schneider
FARMINGTON, Connecticut
Melanie Joy Hancock Brown
FARMINGTON, Connecticut
Randy Bliss
FARMINGTON, Connecticut
Ronald Jay Fishman
FARMINGTON, Connecticut
05

Office Locations

FARMINGTON, Connecticut
9 advisors

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Data sourced from SEC Form ADV filings. PASI INVESTMENTS, LLC (CRD# 145640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.