About PASHMAN FINANCIAL LLC
PASHMAN FINANCIAL LLC is a leading financial advisory firm that specializes in providing personalized solutions to its clients. With a team of expert advisors and financial professionals, PASHMAN FINANCIAL LLC has been helping clients achieve their financial goals for over 10 years. The firm is committed to providing top-notch financial advice and exceptional service to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions
- Has a team of expert advisors and financial professionals
- Committed to exceptional service
Facts and Insights
PASHMAN FINANCIAL LLC has over 10 years of experience in the financial industry and has helped numerous clients achieve their financial goals. The firm offers a wide range of financial services and caters to various types of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | Over 10 years |
Financial Services Offered
- Portfolio analysis and management
- Retirement planning
- Tax planning and management
- Estate planning
- Education planning
- Insurance solutions
Client Types
PASHMAN FINANCIAL LLC works with a diverse range of clients including individuals, families, small businesses, and institutions. Its services are tailored to meet the specific financial needs and goals of each client.
Fees & Compensation
The firm believes in transparent and fair compensation for its services. PASHMAN FINANCIAL LLC charges a fee based on a percentage of assets under management for its investment advisory services. For other services, the firm charges an hourly or fixed fee, depending on the complexity of the client’s needs.
Background
PASHMAN FINANCIAL LLC was founded by John Pashman, a seasoned financial advisor with over 20 years of experience. He has a Bachelor’s degree in Finance and has completed numerous professional certifications in the financial industry. Under his leadership, the firm has grown to become a trusted and reputable name in the financial advisory sector.
Financial Advisor Disclosures to Know
As a fiduciary, PASHMAN FINANCIAL LLC prioritizes its clients’ best interests. The firm discloses all potential conflicts of interest and maintains transparency in its fees and compensation structure. Clients can trust that the firm will act in their best interests at all times.