7920 Norfolk Avenue
Suite 1150
Bethesda, Maryland 20814
Tel: 202-370-6435
PENNINGTON PARTNERS & CO, LLC, formally registered with the SEC as PENNINGTON PARTNERS & CO, LLC. The firm was established in 01/28/2016. They have over 2 offices throughout the country.
PENNINGTON PARTNERS & CO., LLC is a Bethesda, Maryland based Financial Planning firm with nearly $1,703,940,725 assets under management, offering retirement planning & investment advisory services to 437 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 282688 |
SEC# | 801-107210 |
Assets Managed by Firm | $1,703,940,725 |
No. of Clients | 437 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 437 | $1,703,940,725 |
High net worth individuals | 57 | $1,467,372,035 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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