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PASCO ADVISORS, LLC
CRD 165021
5A PASCO DR., EAST WINDSOR, CT, 06088, United States
Phone
860-623-5464
Fax
860-615-5507
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$38.6M
Team
2 total employees; 2 advisory reps; 211 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-02-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $34.6M |
| Pension/profit sharing plans | 1 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD