Pashman Financial LLC

Pashman Financial LLC (CRD# 316253) is a financial advisory firm headquartered in , . They manage $449,998 in 15 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/in/maxpashman/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $30,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX, UT

Financial Advisors at Pashman Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Max Pashman, financial advisor West Hollywood CA
Max C. Pashman
CRD#: 6640294
West Hollywood, CA

Max Pashman (CRD# 6640294) is an Investment Advisor Representative working at Pashman Financial LLC in West Hollywood, CA and has over 5 years 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.

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