Pasquinelli & Co Inc (Monterey)

Name: Pasquinelli & Co Inc
Address: 1340 Munras Avenue Suite 300, Monterey, CA, 93940
Telephone: 831-373-3936

Pasquinelli & Co Inc is a large advisory firm based in Monterey. It manages $31.87 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Pasquinelli & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pasquinelli &: assets under management

The assets under management (AUM) of Pasquinelli & Co Inc is $31.87 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.03 million in discretionary accounts and $2.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $710.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pasquinelli & Co Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pasquinelli & Co Inc

Ronald James Pasquinelli has been acting as President since 1 Sep 1980. William J. Bower joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald James Pasquinelli	President	1 Sep 1980	75% - 100%	4389784
William J. Bower	Executive vice president	1 Jan 2000	Other	4389803
Patricia Kay Deane	Senior vice president	1 Jan 2000	Other	832846

Based in Monterey

The principal office where Pasquinelli & Co Inc performs its advisory services is located at 1340 Munras Avenue Suite 300, Monterey, CA 93940, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-373-3936 or by fax 831-373-3790. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.pasquin@redshift.com.