Pasco Investment Advisors Inc is an adviser based in Westfield. It manages $79.16 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Nevada, and New Jersey.
Pasco Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pasco Investment Advisors Inc is $79.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pasco Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Anthony Santoriello has been acting as President since 1 Oct 1994. Joanne Reiman Santoriello joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pasco Investment Advisors Inc performs its advisory services is located at 509 East Broad St., Westfield, NJ 07090 2115, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-518-1888 or by fax 908-518-1889. The normal business hours are 9:00am to 5:00pm on Monday - Friday.