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Pento Portfolio Strategies LLC
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CRD # | 159217 |
SEC # | 801-121261 |
CIK # | |
AUM | $206.6 MM (2023-02-14) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 732-772-9500 |
Address | 999 Vanderbilt Beach Rd, Suite 200 Naples, FL 34108 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 105 | 15.7 |
(b) Individuals (high net worth individuals) | 506 | 190.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 611 | 206.6 |
By Discretionary | ||
Discretionary | 611 | 206.6 |
Non-Discretionary | 0 | 0.0 |
Total | 611 | 206.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 206.2 | |
Total | 611 | 206.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Landmark Wealth Management LLC
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|
NY | 0.2 |
Smart Wealth LLC
✚
|
NE | 0.2 |
Commonwealth Retirement Investments LLC
✚
|
VA | 0.2 |
Claris Financial LLC
✚
|
VA | 0.2 |
Johnson Midwest Financial LLC
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|
IA | 0.2 |
JFR Financial Services Inc
✚
|
MI | 0.2 |
Lobnek Wealth Management Inc
✚
|
0.2 | |
Omega Wealth Management LLC
✚
|
VA | 0.2 |
Rise Advisors LLC
✚
|
NY | 0.2 |
Dumaine Investments LLC
✚
|
LA | 0.2 |