Passive Capital Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

205 S Salina St Ste 403, Syracuse, New Y...

Phone Number

(315) 478-3130

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Passive Capital Management

Passive Capital Management (PCM) is a Registered Investment Advisor that adheres to the highest fiduciary standards, providing tailored investment management, financial planning, tax and estate coordination, and educational services to clients nationwide. With offices in Baltimore, Syracuse, and Philadelphia, PCM emphasizes transparency, accountability, and a client-first approach, ensuring that their advice aligns with clients' best interests. The firm focuses on creating personalized long-term investment strategies that reflect clients' unique goals and risk tolerances. PCM is committed to fostering long-term relationships built on trust and delivering exceptional service throughout clients' financial journeys.Explore more
Passive Capital Management's Social MediaPopular SearchesPassive Capital Management LLCCapital Management LLCPassive Holdings LLCPassive LLCCaleigh Capital Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Passive Capital Management Org Chart

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MF
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Team Member

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JA
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Owner and Partner

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DS
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Partner and Investment Advisor

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JF
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Owner and Partner

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DT
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Investment Advisor

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JF
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Investment Advisor

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SR
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Investment Advisor & Co-Founder

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IB
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Investment Associate & Advisor

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MN
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Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Passive Capital Managemen...

<$5M
1-10
Private
-
2007
<$5M
1-10
Private
-
1998
MM
Mark MicleanVice President
<$5M
1-10
Private
-
2009
KM
Kelly MeccaFinancial Advisor
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
1997
Marie Coughlin, Founder. Managing Member at Barnegat Bay Capital Management
Marie CoughlinFounder. Managing Member
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Passive Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Passive Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Passive Capital Management.

Passive Capital Management Tech Stack

A closer look at the technologies used by Passive Capital Management

Passive Capital Management News & Media

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Frequently Asked Questions Regarding Passive Capital Management

What is Passive Capital Management's official website?
Passive Capital Management's official website is www.passivecapital.com
What is Passive Capital Management's Revenue?
Passive Capital Management's revenue is <$5 Million
What is Passive Capital Management's SIC code?
Passive Capital Management's SIC: 62,628
What is Passive Capital Management's NAICS code?
Passive Capital Management's NAICS: 52,523
How many employees does Passive Capital Management have?
Passive Capital Management has 1-10 employees
What industry does Passive Capital Management belong to?
Passive Capital Management is in the industry of: Finance, Securities Trading
What is Passive Capital Management competition?
Passive Capital Management top competitors include: Wayne Firebaugh, W Wealth Advisors, Barnegat Bay Capital Management, Charleston Financial Advisors
What technology does Passive Capital Management use?
Some of the popular technologies that Passive Capital Management uses are: WordPress.org, PHP, Cloudflare CDN, AddToAny
How do I contact Passive Capital Management?
Passive Capital Management contact info: Phone number: (315) 478-3130 Website: www.passivecapital.com
What does Passive Capital Management do?

Passive Capital Management (PCM) is a Registered Investment Advisor that adheres to the highest fiduciary standards, providing tailored investment management, financial planning, tax and estate coordination, and educational services to clients nationwide. With offices in Baltimore, Syracuse, and Philadelphia, PCM emphasizes transparency, accountabi... lity, and a client-first approach, ensuring that their advice aligns with clients' best interests. The firm focuses on creating personalized long-term investment strategies that reflect clients' unique goals and risk tolerances. PCM is committed to fostering long-term relationships built on trust and delivering exceptional service throughout clients' financial journeys.Read More

What are Passive Capital Management social media links?
Passive Capital Management Linkedin page
Is Passive Capital Management a public company?
Passive Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Passive Capital Management

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