Passport Wealth Management

Passport Wealth Management (CRD# 297449) is a financial advisory firm headquartered in Cornelius, NC. They manage $71,943,700 in 320 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
17505 W Catawba Ave #200, Cornelius, NC 28031
https://www.linkedin.com/company/passport-wealth-management/
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $224,824
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Passport Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Tobias, financial advisor Cornelius NC
Daniel J. Tobias
CRD#: 6365351
17505 W Catawba Ave #200, Cornelius, NC 28031

Daniel Tobias (CRD# 6365351) is an Investment Advisor Representative working at Passport Wealth Management in Cornelius, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals