PASSFOLIO ADVISERS, LLC

PASSFOLIO ADVISERS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 310893). Regulatory assets under management: $141K.

Registration

• CRD: 310893
• SEC file number: 801-119710
• Type: Registered investment adviser
• Location: 1390 MARKET ST, SUITE 200, SAN FRANCISCO, CA, 94102
• Phone: 256-530-2387
• Latest filing: 2022-09-09
• Regulatory AUM: $141K
• Discretionary AUM: $141K
• Clients: 21
• Accounts: 224

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310893 on SEC IAPD (source of record)
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