|
⚲
|
| Pento Portfolio Strategies LLC
✚
|
|
|---|---|
| CRD # | 159217 |
| SEC # | 801-121261 |
| CIK # | |
| AUM | $198.9 MM (2024-02-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 732-772-9500 |
| Address | 999 Vanderbilt Beach Rd, Suite 200 Naples, FL 34108 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 15.1 |
| (b) Individuals (high net worth individuals) | 571 | 183.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 198.9 |
| By Discretionary | ||
| Discretionary | 688 | 198.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 688 | 198.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 198.6 | |
| Total | 688 | 198.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jlfranklin Wealth Planning LLC
✚
|
CA | 0.2 |
|
Golden Reserve Retirement LLC
✚
|
OH | 0.2 |
|
Apex Strategic Wealth LLC
✚
|
TN | 0.2 |
|
Luken Investment Analytics LLC
✚
|
TN | 0.2 |
|
Wealth Teams Alliance Inc
✚
|
CA | 0.2 |
|
Dumaine Investments LLC
✚
|
LA | 0.2 |
|
Nestegg Advisors Inc
✚
|
NY | 0.2 |
|
Wealth Legacy Institute Inc
✚
|
CO | 0.2 |
|
Valuewealth Services LLC
✚
|
MD | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |