Pasco Investment Advisors Inc (Westfield)

Pasco Investment Advisors Inc is an adviser based in Westfield. It manages $79.16 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Nevada, and New Jersey.

Pasco Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pasco Investment Advisors: assets under management

The assets under management (AUM) of Pasco Investment Advisors Inc is $79.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $799.6 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pasco Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pasco Investment Advisors Inc

Peter Anthony Santoriello has been acting as President since 1 Oct 1994. Joanne Reiman Santoriello joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Anthony Santoriello	President	1 Oct 1994	75% - 100%	2254463
Lawrence Allen Kelly	Executive vice president	1 Oct 1994	Other	2254487
Arthur Jay Iselin	Vice president	1 Oct 1994	Other	4342819
Joanne Reiman Santoriello	Chief compliance officer	1 Jan 1995	Other	4919356

Based in Westfield

The principal office where Pasco Investment Advisors Inc performs its advisory services is located at 509 East Broad St., Westfield, NJ 07090 2115, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.