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PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
CRD 145367
2550 MIDDLE ROAD, SUITE 306, BETTENDORF, IA, 52722, United States
Phone
563-332-4690
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.4M
Discretionary AUM
$59.2M
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES FOR INVESTMENT MODELS AND STRATEGIES
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING; THIRD-PARTY INVESTMENT MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $11.6M |
| High net worth individuals | 24 | $41.7M |
| Corporations/business entities | 7 | $6.6M |
All web addresses on file
- https://www.youtube.com/channel/UC_ZJ6j2N-QfmylgnmSb6-ug
- https://g.page/passageglobalcapitalmanagement
- https://twitter.com/PassageGlobal
- https://www.tiktok.com/@passageglobalcapital
- HTTP://WWW.PASSAGEGLOBALCAPITAL.COM
- HTTPS://WWW.FACEBOOK.COM/PASSAGEGLOBAL
- HTTPS://WWW.LINKEDIN.COM/COMPANY/16153605/
- https://www.instagram.com/passageglobalcapitalmanagement/
Official SEC filing: View on IAPD