Penbrook Management LLC

Penbrook Management LLC (CRD# 127269) is a financial advisory firm headquartered in New York, NY. They manage $120,301,051 in 203 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $592,616
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, MA, NH, NJ, NY, TX, WA

Financial Advisors at Penbrook Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert S. Anderson
CRD#: 5516
880 Third Avenue, 16th Floor, New York, NY 10022
96
Wealthminder
score

Robert Anderson (CRD# 5516) is an Investment Advisor Representative working at Penbrook Management LLC in New York, NY and has over 30 years of experience in the finance industry.

2
Ralph M. Kaplan
CRD#: 264152
Eastsound, WA
96
Wealthminder
score

Ralph Kaplan (CRD# 264152) is an Investment Advisor Representative working at Penbrook Management LLC in Eastsound, WA and has over 12 years of experience in the finance industry.

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