Overview
Assets Under Management: $204 million
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 331
Average Client Assets: $0.4 million
Frequently Asked Questions
MCGINN PENNINGER INVESTMENT MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107396), MCGINN PENNINGER INVESTMENT MANAGEMENT INC. is subject to fiduciary duty under federal law.
MCGINN PENNINGER INVESTMENT MANAGEMENT INC. is headquartered in ALEXANDRIA, VA.
MCGINN PENNINGER INVESTMENT MANAGEMENT INC. serves 331 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, MCGINN PENNINGER INVESTMENT MANAGEMENT INC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
MCGINN PENNINGER INVESTMENT MANAGEMENT INC. manages $204 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, MCGINN PENNINGER INVESTMENT MANAGEMENT INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 331
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.85%
Average Client Assets: $0.4 million
Total Client Accounts: 332
Discretionary Accounts: 332
Regulatory Filings
CRD Number: 107396
Filing ID: 2079308
Last Filing Date: 2026-03-24 10:06:24