PENCE CAPITAL MANAGEMENT, LLC

5000 Birch Street, Suite 8000
Newport Beach, California 92660
Tel: 949-660-8777

About PENCE CAPITAL MANAGEMENT, LLC

PENCE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PENCE CAPITAL MANAGEMENT, LLC. The firm was established in 08/10/2023. They have over 1 offices throughout the country.

PENCE CAPITAL MANAGEMENT, LLC is a Newport Beach, California based Financial Planning firm with nearly $1,082,682,405 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281739
SEC#	801-128559
Assets Managed by Firm	$1,082,682,405
No. of Clients	24
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	24	$1,082,682,405
Other investment advisers	409	$93,517,097

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