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How does the advisor help clients – Key Takeaways:
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. has expertise in the financial industry, providing top-notch financial services to their clients. As a financial expert with years of experience, the firm helps clients achieve their financial goals by offering a wide range of services and personalized advice.
Facts and Insights
According to publicly available data, PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. has $1.5 billion in assets under management, with a team of 25 advisors and has been in business for over 15 years. This reflects the firm’s stability and expertise in the industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 15+ years |
Financial Services Offered
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. offers a wide range of financial services to their clients, including investment management, estate planning, retirement planning, tax planning, and more. Their team of experienced advisors work closely with clients to create personalized financial plans that suit their individual needs and goals.
Client Types
The firm caters to a diverse client base, including high-net-worth individuals, families, and businesses. They have the expertise to handle complex financial portfolios and provide tailored solutions to help clients reach their financial objectives.
Fees & Compensation
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. works on a fee-only basis, meaning their fees are solely based on the assets they manage for their clients. This fee structure aligns the firm’s goals with those of their clients, ensuring that their interests are always put first.
Background
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. was founded in 2003 and is headquartered in New York City. The firm has a team of experienced professionals with diverse backgrounds in the financial industry, including portfolio managers, financial planners, and investment analysts.
Financial Advisor Disclosures to Know
As a registered investment advisor, PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. is required to disclose any potential conflicts of interest or disciplinary actions on its Form ADV. This form is publicly available and can be accessed through the SEC’s website or directly from the firm.