Pento Portfolio Strategies, LLC

Pento Portfolio Strategies, LLC (CRD# 159217) is a financial advisory firm headquartered in , . They manage $11,594,973 in 55 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $210,818
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CA, FL, NJ, TX

Financial Advisors at Pento Portfolio Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael G. Pento
CRD#: 2444402
, ,
100
Wealthminder
score
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.
2
Justine C. Coleman
CRD#: 6202329
Colts Neck, NJ
90
Wealthminder
score

Justine Coleman (CRD# 6202329) is an Investment Advisor Representative working at Pento Portfolio Strategies, LLC in Colts Neck, NJ and has over 3 years of experience in the finance industry.

3
Matthew J. Palma
CRD#: 6682948
Colts Neck, NJ
90
Wealthminder
score

Matthew Palma (CRD# 6682948) is an Investment Advisor Representative working at Pento Portfolio Strategies, LLC in Colts Neck, NJ and has 1 year of experience in the finance industry.

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