Penner Financial LLC
Penner Financial LLC (CRD# 134981) is a financial advisory firm headquartered in Helena, MT. They manage $1,500,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$214,286
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
James Penner (CRD# 4950421) is an Investment Advisor Representative working at Penner Financial LLC in Helena, MT and has 1 year of experience in the finance industry.