$128.8M Total AUM
$128.8M Disc. AUM
-- 3Y CAGR
3 Employees
233 ADV. Clients
26 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Frontier wave
- Established Date
- 01-03-2000
- Office Locations
- 1
Office Locations
-- NEW Milford CT
About Pasnau Investment Management, Inc.
Pasnau Investment Management, Inc. is a NEW Milford-based RIA. The firm has been operating for 26 years. Managing $128.8M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$64.4M AVG AUM / ADVISOR
$552.6K AVG AUM / CLIENT
13.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Vector Wave
Client Personas
Vector
Custodian
Optima eagle Optima
Investment Themes
Vital horizon
Investment Vehicles
Glacier zenith Alpha alpha
Services
Alpha pathway Signal
Technology
Vertex ridge
Owner & Executives
W
WILLIAM C. PASNAU
Chief Executive Officer, President
- CRD
- #4417325
- Ownership
- 75% or more
(843) 634-7715
bridge.unison@vitalcapital.com
in linkedin.com/in/focus-oak
B
Benjamin Edmund
Chief Compliance Officer
- CRD
- #8135593
- Ownership
- Less than 5%
(721) 358-8700
pioneer.crest@embercapital.com
in linkedin.com/in/catalyst-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,752,000 | $377,572 |
| Non-Discretionary | $0 | -- |
| Total | $128,752,000 | $377,572 |
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Separately Managed Accounts
Total SMA Asset: $128,752,000
Equity - Exchange:
38.6% Cash:
9.6% Public Funds:
20.3% U.S. Government/Agency:
12.1% Corporate - Investment Grade:
10.4% Municipal Bonds:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,347,265,197 | 38.6% |
| Cash | $583,775,800 | 9.6% |
| Public Funds | $1,234,442,578 | 20.3% |
| U.S. Government/Agency | $735,800,748 | 12.1% |
| Corporate - Investment Grade | $632,423,784 | 10.4% |
| Municipal Bonds | $547,289,813 | 9.0% |
| Total | $6,080,997,920 | 100.0% |