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Colin Larsen

Pennington Partners & CO., LLC

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About Colin Larsen

Colin Larsen is an Investment Advisor Representative registered with the state of Maryland and is associated with Pennington Partners & Co., LLC.

Firm Information

Colin Larsen is currently registered with Pennington Partners & CO., LLC. 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.

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Colin Larsen’s Registration & Firm History

MD

08/05/2024 - Present

Pennington Partners & CO., LLC (BETHESDA MD)

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Licenses & Designations

BC

Issued 06/23/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Larsen.
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