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
By the Numbers
-
Total Assets Under Management72MILLION
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Total Number of Accounts320ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Passport Wealth Management
1
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.
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