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).
Total Assets Under Management413MILLION
Total Number of Accounts349ACCOUNTS
Average Account Value$1,183,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, IL, TX, WI