P
$50.4M Total AUM
$50.4M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
31 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1995
- Office Locations
- 1
Office Locations
509 E. Broad Street Westfield NJ
About Pasco Investment Advisors INC
Pasco Investment Advisors INC is a Westfield-based RIA. The firm has been operating for 31 years. Managing $50.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley.
Team overview
-- AVG AGE
$50.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
31.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Owner & Executives
P
PETER ANTHONY SANTORIELLO MR.
President, Treasurer, Vice President
- CRD
- #2254463
- Ownership
- 75% or more
Available
Available
Available
J
JOANNE REIMAN SANTORIELLO
Chief Compliance Officer, Treasurer, Vice President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,448,626 | $799,599 |
| Non-Discretionary | $0 | -- |
| Total | $50,448,626 | $799,599 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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