Pento Portfolio Strategies, LLC
Pento Portfolio Strategies, LLC (CRD# 159217) is a financial advisory firm headquartered in Naples, FL. They manage $198,861,827 in 688 accounts and serve the financial needs of clients across 30 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management199MILLION
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Total Number of Accounts688ACCOUNTS
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Average Account Value$289,043
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Financial Advisors at Pento Portfolio Strategies, LLC
1
Justine Coleman (CRD# 6202329) is an Investment Advisor Representative working at Pento Portfolio Strategies, LLC in Naples, FL and has over 10 years of experience in the finance industry.
2
Michael Pento (CRD# 2444402) is an Investment Advisor Representative working at Pento Portfolio Strategies, LLC in , and has over 22 years of experience in the finance industry.
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