Passage Global Capital Management, LLC
Passage Global Capital Management, LLC (CRD# 145367) is a financial advisory firm headquartered in Bettendorf, IA. They manage $65,671,467 in 162 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Passage Global Capital Management, LLC
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts162ACCOUNTS
-
Average Account Value$405,379
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IA, IL
Financial Advisors at Passage Global Capital Management, LLC
1
Oguz Ersan (CRD# 2011779) is an Investment Advisor Representative working at Passage Global Capital Management, LLC in Bettendorf, IA and has 1 year of experience in the finance industry.
2
Christopher Funaro (CRD# 6905702) is an Investment Advisor Representative working at Passage Global Capital Management, LLC in Bettendorf, IA and has over 6 years of experience in the finance industry.
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