Passage Global Capital Management, LLC

Passage Global Capital Management, LLC (CRD# 145367) is a financial advisory firm headquartered in Bettendorf, IA. They manage $65,671,467 in 162 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2550 Middle Road, Suite 503, Bettendorf, IA 52722
http://www.passageglobalcapital.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $405,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, IL

Financial Advisors at Passage Global Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Oguz Ersan, financial advisor Bettendorf IA
Oguz S. Ersan
CRD#: 2011779
2550 Middle Road, Suite 503, Bettendorf, IA 52722

Oguz Ersan (CRD# 2011779) is an Investment Advisor Representative working at Passage Global Capital Management, LLC in Bettendorf, IA and has 1 year of experience in the finance industry.

2
Christopher Funaro, financial advisor Bettendorf IA
Christopher J. Funaro
CRD#: 6905702
2550 Middle Road, Suite 503, Bettendorf, IA 52722

Christopher Funaro (CRD# 6905702) is an Investment Advisor Representative working at Passage Global Capital Management, LLC in Bettendorf, IA and has over 6 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals