Pasco Investment Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pasco Investment Advisors provides portfolio management and advisory services primarily to individual and high-net-worth clients, operating under a percentage-of-AUM fee model. According to its filings, the firm manages about $50.4 million for a small client base of 29 accounts.
The firm's Form ADV brochure addresses its methods of analysis, investment strategies, review of accounts, custody and investment discretion, indicating a process for ongoing portfolio monitoring and standard compliance controls. With a single registered advisor and a compact roster, Pasco structures relationships in a way that emphasizes direct advisor involvement rather than large-scale model delivery.
Compared with many supported peers, Pasco’s client base is unusually small relative to its assets under management — roughly $1.7 million in AUM per client — which suggests concentrated, lower-volume client relationships. The brochure also includes sections on affiliations, proxy voting, and brokerage practices, signaling attention to governance and trade execution practices that some similarly sized firms do not detail as prominently.
Client services
Fee options
Main office
509 E. Broad Street
Westfield NJ 07090-2115
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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