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Passante Associates LLC (Highland)


Passante Associates LLC is a large advisory firm based in Highland. It manages $134.74 million of regulatory assets for 1,022 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Michigan, New Hampshire, New Jersey, and New York.




Passante Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Passante Associates: assets under management

The assets under management (AUM) of Passante Associates LLC is $134.74 million. The firm's AUM has grown by 419% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $124.56 million in discretionary accounts and $10.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $282.69 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Passante Associates LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Highland

The principal office where Passante Associates LLC performs its advisory services is located at 216 Route 299, Highland, NY 12528, 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 845-691-4035 or by fax 845-691-4037. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday.


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