PENBROOK MANAGEMENT LLC

880 Third Avenue
16th Floor
New York, New York 10022
Tel: 212-792-6952

About PENBROOK MANAGEMENT LLC

PENBROOK MANAGEMENT LLC, formally registered with the SEC as PENBROOK MANAGEMENT LLC. The firm was established in 08/27/2004. They have over 2 offices throughout the country.

PENBROOK MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $169,783,102 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127269
SEC#	801-63460
Assets Managed by Firm	$169,783,102
No. of Clients	175
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	175	$169,783,102
Individuals (other than high net worth individuals)	39	$8,710,479
High net worth individuals	38	$137,254,712
Pension and profit sharing plans	1	$3,865,672
Charitable organizations	3	$8,241,822
Corporations or other businesses	2	$3,979,822

More Retirement Planning firms in New York, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in New York, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.