Pennington Partners & Company, LLC

Pennington Partners & Company, LLC (CRD# 282688) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,703,940,725 in 437 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814
https://pennington.addepar.com/
By the Numbers
  • Total Assets Under Management
    1,704
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $3,899,178
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

MD

Financial Advisors at Pennington Partners & Company, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Megan Bleil, financial advisor Bethesda MD
Megan A. Bleil
CRD#: 4801111
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 18 years of experience in the finance industry.

2
Brian Gaister, financial advisor Bethesda MD
Brian R. Gaister
CRD#: 5394236
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Brian Gaister (CRD# 5394236) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 15 years of experience in the finance industry.

3
Rodd Macklin, financial advisor Bethesda MD
Rodd J. Macklin
CRD#: 1624952
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Rodd Macklin (CRD# 1624952) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

4
Robert Andrews, financial advisor Bethesda MD
Robert K. Andrews
CRD#: 7264734
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Robert Andrews (CRD# 7264734) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 4 years of experience in the finance industry.

5
Peter Feinman, financial advisor Bethesda MD
Peter Feinman
CRD#: 7418454
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Peter Feinman (CRD# 7418454) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 2 years of experience in the finance industry.

6
Marc Halsema, financial advisor Bethesda MD
Marc J. Halsema
CRD#: 6730242
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Marc Halsema (CRD# 6730242) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 3 years of experience in the finance industry.

7
Sumit Handa, financial advisor Bethesda MD
Sumit Handa
CRD#: 2274553
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Sumit Handa (CRD# 2274553) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 3 years of experience in the finance industry.

8
Maria Leon, financial advisor Bethesda MD
Maria L. Leon
CRD#: 7641277
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

Maria Leon (CRD# 7641277) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

9
William Lowrie, financial advisor Bethesda MD
William J. Lowrie
CRD#: 6529328
7920 Norfolk Avenue, Suite 1150, Bethesda, MD 20814

William Lowrie (CRD# 6529328) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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