Passco Capital, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
9
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. Publicly provided metadata indicates ownership involves a domestic entity and an individual, and the firm is classified as unclassified in available records. The firm is not identified as a capital allocator, pension consultant, or related adviser, and it is not flagged as a multi-state adviser or an active ESG investor. The record also indicates the firm is not newly formed. The dataset does not include descriptions of the firm’s advisory activities, client segments, fee schedules, or investment approach. No information was supplied about business affiliations, partnerships, or service lines such as family office work.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Passo

    William Passo

    CEO and FounderCRD 1577661

Contacts

3 of 8
  • Thomas Jahncke

    Thomas Jahncke

    PresidentCRD 1078444

  • Belden Brown

    Belden Brown

    Executive Vice PresidentCRD 1027948

  • Linda Wessels

    Registered RepresentativeCRD 1435950

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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