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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2021
- Office Locations
- 1
Office Locations
About Pashman Financial LLC
Pashman Financial, LLC is a fee-only fiduciary RIA founded by CFP® Max Pashman, focused on entrepreneurs and equity-compensated owners. The firm delivers comprehensive planning—equity comp decisions, taxes and estate planning—paired with a personalized plan and client dashboard (RightCapital). Portfolios primarily use ETFs/index-focused implementation, with Altruist as custodian. Founder is regularly quoted in outlets like MarketWatch and CBS News.
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Owner & Executives
MAX CHASE PASHMAN
Financial Planner
- CRD
- #6640294
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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