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Building 2PENNINGTON PARTNERS & CO., LLC

Map pinBETHESDA, MD
Phone202-370-6435
NotebookSEC #801-107210
Total AUM
$5.1B
Employees
36
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7500 OLD GEORGETOWN ROAD
SUITE 705
BETHESDA
MD 20814
United States
Operating Hours
9:00 AM 5: 00 PM
Monday - Friday
Phone
202-370-6435
Other Offices
1

ReceiptFinancials

Total AUM
$5.1B
Accounts
1,026
Discretionary
$2.4B
Accounts
968
Non-Discretionary
$2.7B
Accounts
58

ContactClients

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HNW Individual Clients
102
AUM
$4.6B
Pooled Vehicle Clients
10
AUM
$486.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDTX

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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