RIA Intelligence

PASSANTE ASSOCIATES LLC

CRD #111225 SEC #801-62926 HIGHLAND, NY 845-691-4035
SEC Registered
Total AUM
$94.2M
Discretionary
$93.7M
Employees
10
Clients
10
Accounts
1,100

AUM Over Time

DateMar 2010
Total AUM$134.7M
Discretionary$124.6M
Non-Disc.$10.2M
Employees10
Clients--
DateJun 2009
Total AUM$86.8M
Discretionary$1.1M
Non-Disc.$85.6M
Employees10
Clients--
DateMar 2009
Total AUM$86.8M
Discretionary$1.1M
Non-Disc.$85.6M
Employees10
Clients--
DateMar 2007
Total AUM$94.2M
Discretionary$93.7M
Non-Disc.$536.6K
Employees10
Clients--
DateMar 2006
Total AUM$62.4M
Discretionary$61.9M
Non-Disc.$500.4K
Employees10
Clients--
DateNov 2005
Total AUM$45.8M
Discretionary$45M
Non-Disc.$724.9K
Employees10
Clients--
DateJun 2005
Total AUM$45.8M
Discretionary$45M
Non-Disc.$724.9K
Employees10
Clients--
DateMar 2002
Total AUM$29.5M
Discretionary$28.2M
Non-Disc.$1.3M
Employees5
Clients--