Passco Capital, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
117323
Registered since
December 18, 2001

Firm profile

FINTRX

Overview

Passco Capital, Inc. is organized as a corporation and has been registered with the SEC since 2001. Public records list its owner type as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available data. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public disclosures do not include specific descriptions of its advisory activities, client segments, fee structure, or business lines.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • William Passo

    William Passo

    CEO and FounderCRD 1577661

Contacts

3 of 7
  • Belden Brown

    Belden Brown

    Executive Vice PresidentCRD 1027948

  • Linda Wessels

    Registered RepresentativeCRD 1435950

  • Alexander Wang

    Alexander Wang

    Vice PresidentCRD 4242788

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2050 Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth