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Pennington Partners & CO., LLC

Headquartered in BETHESDA, MD

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Firm Information

Pennington Partners & CO., LLC is an investment advisory firm based in Bethesda, Maryland. They provide financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They primarily serve high-net-worth individuals and pooled investment vehicles. The firm has approximately $2.97 billion in assets under management.

Pennington Partners & CO., LLC

7500 OLD GEORGETOWN ROAD

BETHESDA, MD 20814

$2.97B

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

PENNINGTON PARTNERS & CO., LLC has a total of 2 branch locations across the country.
location

BETHESDA, MD

location

Houston, TX

Advisors at Pennington Partners & CO., LLC

View All 10 Advisors
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Christopher James Wolfe

CFP®, CFA®, RA

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Robert Kent Andrews

RA

BETHESDA, MD

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Colin Larsen

RA

BETHESDA, MD

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Zhijie Ding

RA

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Garrett Mitchell Alton

CFC®, RA

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Michael Martin Cairns

RA

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Peter Feinman

RA

BETHESDA, MD

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Rodd Jeffrey MacKlin

CFA®, RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Pennington Partners & CO., LLC.

Frequently Asked Questions (8)

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