Ashley
Rendon
Pasi Investments, LLC
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About this Advisor
Ashley Rendon is a financial advisor operating in Cheshire, Connecticut who has 1 year of industry experience. Rendon is an advisor for Pasi Investments, LLC. Their career trajectory has included roles at Edward Jones, Vca Cheshire Animal Hospital, Florida Department Of Health, Boy Scouts Of America, Global Medintel, LLC and Pasi Investments, LLC. Rendon maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Texas. Pasi Investments, LLC is a company operating out of Farmington, CT. The investment advisory business has a total of seven advisors. It has $451 million in total assets between its 783 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 783 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management vary depending on the financial services offered. Fee types billed by Pasi Investments, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pasi Investments, LLC Brokerage Details
$450,877,716
7
783
$575,834
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ashley Rendon Work History
Ashley has been registered as a financial advisor for 1 years.*
Pasi Investments, LLC
Edward Jones
Vca Cheshire Animal Hospital
Global Medintel, LLC
Florida Department Of Health
Boy Scouts Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ashley Rendon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pasi Investments, LLC
Cheshire, CT
Farmington, CT
Cheshire, CT
Farmington, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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