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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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