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PENNINGTON PARTNERS & CO., LLC
CRD 282688 · SEC 801-107210
7500 OLD GEORGETOWN ROAD, SUITE 705, BETHESDA, MD, 20814, United States
Phone
202-370-6435
Fax
202-654-5830
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.09B
Discretionary AUM
$2.43B
Team
36 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 102 | $4.60B |
| Pooled investment vehicles | 10 | $486.6M |
States served
MD, TX, FL
All web addresses on file
Official SEC filing: View on IAPD