$38.6M Total AUM
$38.6M Disc. AUM
-- 3Y CAGR
2 Employees
422 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 09-21-2012
- Office Locations
- 1
Office Locations
5A Pasco Dr. East Windsor CT
About Pasco Advisors, LLC
Pasco Advisors, LLC is a full-service advisory firm serving individuals and small businesses with financial planning and retirement-focused guidance. The practice emphasizes informed decision-making and risk management through asset allocation, with reported SMA portfolios primarily implemented using ETFs.
Team overview
-- AVG AGE
$19.3M AVG AUM / ADVISOR
$91.4K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Meridian Peak Wave Catalyst vertex Radial bridge
Client Personas
Vertex Focus delta Peak fusion
Custodian
Foundation element Matrix Prime Oak Frontier
Investment Themes
Timber Bridge pioneer
Investment Vehicles
Vital ridge
Services
Zenith prime Meridian atlas Catalyst ember Summit delta Vertex glacier Wave peak
Technology
Frontier
Owner & Executives
RICHARD WILLIAM VILLENEUVE
Advisor, President
- CRD
- #5717896
- Ownership
- 75% or more
(532) 709-5271
oak.peak@timbercapital.com
in linkedin.com/in/frontier-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
R
Richard Daniel Villeneuve
--
- CRD
- #8080928
(580) 921-5782
north.value@glaciercapital.com
in linkedin.com/in/matrix-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,573,403 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,573,403 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,573,403
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,059,335,303 | 100.0% |
| Total | $4,059,335,303 | 100.0% |