P
Pasco Investment Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,958,286
Clients
29
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$1,653,734
About
Pasco Investment Advisors provides portfolio management and advisory services primarily to individual and high-net-worth clients, operating under a percentage-of-AUM fee model. According to its filings, the firm manages about $50.4 million for a small client base of 29 accounts.
The firm's Form ADV brochure addresses its methods of analysis, investment strategies, review of accounts, custody and investment discretion, indicating a process for ongoing portfolio monitoring and standard compliance controls. With a single registered advisor and a compact roster, Pasco structures relationships in a way that emphasizes direct advisor involvement rather than large-scale model delivery.
Compared with many supported peers, Pasco’s client base is unusually small relative to its assets under management — roughly $1.7 million in AUM per client — which suggests concentrated, lower-volume client relationships. The brochure also includes sections on affiliations, proxy voting, and brokerage practices, signaling attention to governance and trade execution practices that some similarly sized firms do not detail as prominently.
Client services
Portfolio management
Fee options
Main office location
Pasco Investment Advisors Inc
509 East Broad St.
Westfield NJ 07090-2115, United States
Number of offices
1
Most active in
Pasco Investment Advisors Inc has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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