Penelope Abbott, financial advisor Washington DC

Penelope Abbott

CRD Number: 1689316
Current Firm: Icma Retirement Corporation

Penelope Abbott (CRD# 1689316) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Icma-rc Services, LLC San Francisco, CA May 1988 - Current 32
Icma Retirement Corp Washington, DC Apr 1987 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1987
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Penelope J. Abbott
Phone Number: 202-962-4600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $664,942,124
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

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

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