Jacob
Asplundh
Passive Capital Management, LLC
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About this Advisor
Jacob Asplundh is a certified financial planner who works in Baltimore, Maryland, with a total of 6 years of relevant experience. Asplundh is on the advisory team at Passive Capital Management, LLC. Over the course of their career, Asplundh has held roles at Deutsche Bank Securities Inc, Greenspring Wealth Management, Inc, Pnc and Passive Capital Management LLC. Asplundh maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Maryland. Passive Capital Management, LLC is a registered investment firm that has its headquarters in Syracuse, NY. The company has a total of six employees. It handles $795 million in assets under management across its 727 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides services to 12 charities and foundations. Of its 727 accounts, 28% are associated with high-net-worth clients who have greater than $1 million in investable assets. Passive Capital Management, LLC performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Passive Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Passive Capital Management, LLC Brokerage Details
$794,689,488
6
727
$1,093,108
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jacob Asplundh Work History
Jacob has been registered as a financial advisor for 6 years.*
Passive Capital Management LLC
Greenspring Wealth Management, Inc
Pnc
Deutsche Bank Securities Inc
*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 Jacob Asplundh 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 Passive Capital Management, LLC
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Lutherville Timonium, MD
Syracuse, NY
Baltimore, MD
Baltimore, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
