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 is registered with the SEC; its registration goes back to 2001. Ownership is described as a combination of a domestic entity and an individual. Public records classify the firm as unclassified for advisory focus and show it does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Assets & Accounts

Location & Offices

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 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