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Passive Capital Management, Llc
Syracuse, New York
Passive Capital Management, LLC, a local investment advisory firm headquartered in Syracuse, NY, is a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. With over $794,689,000 in assets under management, they have established themselves as a prominent player in the industry. Serving more than 240 individual clients, Passive Capital Management prioritizes personalized attention and tailored strategies to meet each client's financial objectives.
The firm operates on a discretionary basis, managing 99% of the assets under their care. This approach allows them to make investment decision...see more
Assets Under Mgmt
$794.69M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Passive Capital Management, Llc
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