John
Passios
Pinnacle Associates, LTD
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About this Advisor
John Passios is a financial advisor based in Westport, Connecticut, working with Pinnacle Associates, LTD. John has previously held a position at Pinnacle Associates, LTD and is registered to provide services in Connecticut and New York. Currently, John is part of Pinnacle Associates, LTD, which operates out of Westport, Connecticut. The firm has 9 offices and 64 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Pinnacle Associates, LTD includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Pinnacle Associates, LTD Brokerage Details
$8,135,641,729
64
6,144
$1,324,160
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
John Passios Work History
Pinnacle Associates, LTD
Disclosures
Please visit the SEC profile of John Passios 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 Pinnacle Associates, LTD
New York, NY
New York, NY
New York, NY
New York, NY
Red Bank, NJ
Red Bank, NJ
New York, NY
Irvine, CA
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