1200 Intrepid Avenue
Suite 400
Philadelphia, Pennsylvania 19112
Tel: 215-302-1500
PENN CAPITAL MANAGEMENT COMPANY, LLC, formally registered with the SEC as PENN CAPITAL MANAGEMENT COMPANY, LLC. The firm was established in 02/12/1988. They have over 1 offices throughout the country.
PENN CAPITAL MANAGEMENT COMPANY, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $1,696,319,712 assets under management, offering retirement planning & investment advisory services to 934 clients. The firm is staffed with 19 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105081 |
| SEC# | 801-31452 |
| Assets Managed by Firm | $1,696,319,712 |
| No. of Clients | 934 |
| No. of Advisors | 19 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 934 | $1,696,319,712 |
| Individuals (other than high net worth individuals) | 182 | $106,988,915 |
| Pension and profit sharing plans | 6 | $92,536,478 |
| Charitable organizations | 4 | $142,876,983 |
| Corporations or other businesses | 3 | $16,644,345 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
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