Paskin Capital Advisors, LLC

Paskin Capital Advisors, LLC (CRD# 160004) is a financial advisory firm headquartered in San Francisco, CA. They manage $223,000,000 in 133 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $1,676,692
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Paskin Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Wendy E. Paskin-Jordan
CRD#: 1909555
655 Montgomery Street, Suite 1410, San Francisco, CA 94111
93
Wealthminder
score

Wendy Paskin-Jordan (CRD# 1909555) is an Investment Advisor Representative working at Paskin Capital Advisors, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

2
Ryan J. Paskin
CRD#: 5873828
655 Montgomery Street, Suite 1410, San Francisco, CA 94111
90
Wealthminder
score

Ryan Paskin (CRD# 5873828) is an Investment Advisor Representative working at Paskin Capital Advisors, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

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