Donald Penner, financial advisor Walnut Creek CA

Donald Penner

CRD Number: 4591719
Current Firm: Chandler Asset Management Inc.

Donald Penner (CRD# 4591719) is an Investment Advisor Representative working at Chandler Asset Management Inc. in Walnut Creek, CA and has over 21 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Chandler Asset Management San Diego, CA Jul 2020 - Current 3
Chandler Asset Management San Diego, CA Apr 2010 - Jul 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Donald D. Penner
Phone Number: 858.546.3737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    35,804
    MILLIONS
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $32,430,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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