U
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2025
- Office Locations
- 1
Office Locations
-- Naples FL
About Unparalleled Investments
Unparalleled Investments is a Naples-based RIA. The firm has been operating for 1 years. Managing $6.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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No keyword tags available.
Owner & Executives
L
Lawrence Arthur Pasini
--
- CRD
- #7990729
- Ownership
- 75% or more
Available
Available
Available
D
David Joseph Pasini
Acquisitions Analyst, Chief Compliance Officer
- CRD
- #6949606
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,126,918 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,126,918 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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