About PENNINGTON CAPITAL MANAGEMENT LLC
PENNINGTON CAPITAL MANAGEMENT LLC is a financial advisory firm that specializes in providing comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial experts, PENNINGTON CAPITAL MANAGEMENT LLC is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management services
- Offers expert advice based on clients’ financial goals
- Utilizes a team-based approach to achieve optimal results for clients
Facts and Insights
At PENNINGTON CAPITAL MANAGEMENT LLC, the team is committed to staying up-to-date on the latest financial trends and insights to ensure clients receive the best advice possible. In addition, the firm utilizes cutting-edge technology and resources to enhance the client experience and provide the most effective strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Value | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The team at PENNINGTON CAPITAL MANAGEMENT LLC serves a diverse range of clients, including high net worth individuals and families, small business owners, and corporate executives. They also work with professionals in various industries, such as healthcare, law, and technology.
Fees & Compensation
PENNINGTON CAPITAL MANAGEMENT LLC operates on a fee-based structure, meaning they charge a percentage of assets under management as their fee. This aligns the firm’s interests with that of their clients and ensures a transparent and fair compensation system.
Background
PENNINGTON CAPITAL MANAGEMENT LLC was founded by John Pennington, an experienced financial advisor with over 20 years of industry experience. He believes in building strong, long-lasting relationships with clients and takes a holistic approach to wealth management.
Financial Advisor Disclosures to Know
PENNINGTON CAPITAL MANAGEMENT LLC has a clean record with no disclosures listed on their Form ADV, which is required by the Securities and Exchange Commission for investment advisors. This is a testament to their commitment to ethical and responsible practices and instills trust in their clients.