Assets Under Management
$450K
Number of Clients
8
Number of Advisors
1
Average Client AUM
$56K
AUM per Advisor
$450K
Compensation
Fee-Only (AUM)Fixed/Hourly
Pashman Financial, LLC provides tailored investment portfolios and financial planning services. Financial planning covers business planning, cash flow, college savings, estate planning, insurance, retirement, risk management and tax strategies. They also offer educational seminars. Client-tailored services and reasonable restrictions are accommodated.
CA, United States