Overview
Assets Under Management: $129 million
High-Net-Worth Clients: 25
Average Client Assets: $2.2 million
Frequently Asked Questions
PASNAU INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125647), PASNAU INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PASNAU INVESTMENT MANAGEMENT, INC. serves 25 high-net-worth clients according to their SEC filing dated April 17, 2026. View client details ↓
According to their SEC Form ADV, PASNAU INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
PASNAU INVESTMENT MANAGEMENT, INC. manages $129 million in client assets according to their SEC filing dated April 17, 2026.
According to their SEC Form ADV, PASNAU INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.63%
Average Client Assets: $2.2 million
Total Client Accounts: 341
Discretionary Accounts: 341
Regulatory Filings
CRD Number: 125647
Filing ID: 2095916
Last Filing Date: 2026-04-17 11:45:30