Overview
Assets Under Management: $210 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 577
Average Client Assets: $336,995
Frequently Asked Questions
PENTO PORTFOLIO STRATEGIES, LLC 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 #159217), PENTO PORTFOLIO STRATEGIES, LLC is subject to fiduciary duty under federal law.
PENTO PORTFOLIO STRATEGIES, LLC is headquartered in NAPLES, FL.
PENTO PORTFOLIO STRATEGIES, LLC serves 577 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, PENTO PORTFOLIO STRATEGIES, LLC offers portfolio management for individuals. View all service details ↓
PENTO PORTFOLIO STRATEGIES, LLC manages $210 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, PENTO PORTFOLIO STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 577
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.39
Average High-Net-Worth Client Assets: $336,995
Total Client Accounts: 687
Discretionary Accounts: 687
Regulatory Filings
CRD Number: 159217
Last Filing Date: 2025-02-13 00:00:00
Website: https://pentoport.com