Francesca
Passen
Hobbs Group Advisors LLC
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About this Advisor
Francesca Passen is a financial advisor who works in Columbia, South Carolina with 2 years of industry experience. Passen currently works for Hobbs Group Advisors LLC. Throughout their career, Passen has worked at University Of South Carolina, Bubbles Juice & Tea Company, The Main Course, Bare Minerals, Everhart Advisors, Hobbs Group Advisors, St Andrew School and Bishop Watterson High School. Passen has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in South Carolina. Hobbs Group Advisors LLC is a financial advisory company operating out of Columbia, SC. It has a total of eight employees. It administers $291 million in total assets among its 830 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 830 client accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on the type of financial services. Fees charged by Hobbs Group Advisors LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hobbs Group Advisors LLC Brokerage Details
$291,000,000
8
830
$350,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Francesca Passen Work History
Francesca has been registered as a financial advisor for 2 years.*
Hobbs Group Advisors
Hobbs Group Advisors
The Main Course
Bare Minerals
University Of South Carolina
Everhart Advisors
Bubbles Juice & Tea Company
Bishop Watterson High School
St Andrew School
*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 Francesca Passen 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 Hobbs Group Advisors LLC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
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