Assets Under Management
$564.2M
Number of Clients
467
Number of Advisors
4
Average Client AUM
$1.2M
AUM per Advisor
$141.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
PASI Investments, LLC offers investment advisory services to individuals and retirement plans. Services include discretionary and non-discretionary investment advice, pension consulting, and investment management. The firm utilizes fundamental analysis, mutual fund analysis, and collaborative research. PASI is owned by USRP.
10 Talcott Notch Road, 2nd Floor, Farmington, CT, 06032