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| Happy Holidays!! thanks for using AUM13F!! |
| McGinn Penninger Investment Management Inc
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| CRD # | 107396 |
| SEC # | 801-40578 |
| CIK # | 0001845031 |
| AUM | $174.3 M (2025-07-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 703-548-2555 |
| Address | 277 S Washington Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Dollar Tree Inc | 0.0 | ||
| Walt Disney Co | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Nike Inc | 0.0 | ||
| Boeing Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 229 | 96.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 77.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 230 | 174.3 |
| By Discretionary | ||
| Discretionary | 230 | 174.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 230 | 174.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.3 | |
| Total | 230 | 174.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845031] |
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|---|---|---|
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MD | 0.2 |
|
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KS | 0.2 |
|
Friedenthal Financial LLC
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|
NJ | 0.2 |
|
D & P Investment Advisors Ltd
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|
RI | 0.2 |