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PENNINGTON PARTNERS & CO., LLC

7920 Norfolk Avenue
Suite 1150
Bethesda, Maryland 20814
Tel: 202-370-6435

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About PENNINGTON PARTNERS & CO., LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#282688
SEC# 801-107210
Assets Managed by Firm $1,703,940,725
No. of Clients 437
No. of Advisors 16

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total437$1,703,940,725
High net worth individuals57$1,467,372,035
Inquire with PENNINGTON PARTNERS & CO., LLC

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