Pascucci John Joseph (Columbia)

Pascucci John Joseph is a large advisory firm based in Columbia. It manages $131.63 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.

Pascucci John Joseph provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pascucci John Joseph: assets under management

The assets under management (AUM) of Pascucci John Joseph is $131.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $131.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $541.69 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pascucci John Joseph for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pascucci John Joseph

John Pascucci has been acting as President since 1 Apr 2001. Christopher J. Pascucci joined the executive team most recently as the Director/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Pascucci	Sole proprietor	1 Oct 1990	75% - 100%	2382659
John Pascucci	Director/president/ceo	1 Apr 2001	75% - 100%	2382659
Christopher J. Pascucci	Director/treasurer	1 Apr 2001	Other	4388909
Gerrard Lynn Banks	Director/secretary	1 Apr 2001	Other	3071054
Garrard Lynn Banks	Director/secretary/chief compliance officer	1 Apr 2001	Other	3071054

Based in Columbia

The principal office where Pascucci John Joseph performs its advisory services is located at 112 South College Avenue, Columbia, MO 65201 The mailing address of the firm is 112 South College Avenue, Columbia, MO 65201. It doesn’t run an office outside of the United States.