Be advised. This firm is no longer registered.

Pennant Management Inc.

Pennant Management Inc. (CRD# 106974) is a financial advisory firm headquartered in Milwaukee, WI. They manage $413,013,417 in 349 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
11270 West Park Place, Suite 1025, Milwaukee, WI 53224
By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $1,183,420
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 investment companies (as well as "business development companies")
  • 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
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Pennant Management Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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