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Building 2PENTO PORTFOLIO STRATEGIES, LLC

Map pinNAPLES, FL
Phone732-772-9500
NotebookSEC #801-121261
Total AUM
$237.3M
Employees
3
Clients
874

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 VANDERBILT BEACH RD, SUITE 200
NAPLES
FL 34108
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
732-772-9500

ReceiptFinancials

Total AUM
$237.3M
Accounts
874
Discretionary
$237.3M
Accounts
874
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
108
AUM
$17.1M
HNW Individual Clients
766
AUM
$220.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUBSCRIPTION SERVICE (PODCAST), SIGNAL INVESTING,TAX AND ACCOUNTING, HELD AWAY ASSETS, NOTIFICATION SERVICE
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
THIRD PARTY COMPENSATION SIGNAL INV

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIDILINLAMAMDMIMNNCNJNVNYOHORPASCTNTXUTVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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