PENTO PORTFOLIO STRATEGIES, LLC

999 Vanderbilt Beach Rd, Suite 200
Naples, Florida 34108
Tel: 732-772-9500

About PENTO PORTFOLIO STRATEGIES, LLC

PENTO PORTFOLIO STRATEGIES, LLC, formally registered with the SEC as PENTO PORTFOLIO STRATEGIES, LLC. The firm was established in 05/20/2021. They have over 1 offices throughout the country.

PENTO PORTFOLIO STRATEGIES, LLC is a Naples, Florida based Financial Planning firm with nearly $210,466,543 assets under management, offering retirement planning & investment advisory services to 687 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159217
SEC#	801-121261
Assets Managed by Firm	$210,466,543
No. of Clients	687
No. of Advisors	3

Fee Structure

A percentage of AUM
Subscription fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Other (SUBSCRIPTION SERVICE, SIGNAL INVESTING AND SUB ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	687	$210,466,543
Individuals (other than high net worth individuals)	110	$16,020,308
High net worth individuals	577	$194,446,235

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