PENNINGTON PARTNERS & CO., LLC

7500 Old Georgetown Road
Suite 705
Bethesda, Maryland 20814
Tel: 202-370-6435

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 $2,973,527,798 assets under management, offering retirement planning & investment advisory services to 437 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282688
SEC#	801-107210
Assets Managed by Firm	$2,973,527,798
No. of Clients	437
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	437	$2,973,527,798
High net worth individuals	58	$2,669,675,553

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