Maria
Leon
Pennington Partners & Co., LLC
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About this Advisor
Maria Leon is a financial advisor operating in Bethesda, Maryland. Leon works at Pennington Partners & Co., LLC. Over the course of their career, Leon has held roles at Emory University, The London Edition, Crystal Cruises, Pricewaterhousecoopers, Pages Bbdo Advertising Agency, Pennington Partners & Co and Emory Univesity. Leon has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Maryland. Pennington Partners & Co., LLC is a registered investment firm based out of Bethesda, MD. The company has a total of 13 advisors. It administers $2 billion in total assets between its 437 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 437 client accounts, 90% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules usually are based on the type of services provided. Fees charged by Pennington Partners & Co., LLC can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pennington Partners & Co., LLC Brokerage Details
$1,702,085,735
13
437
$3,894,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Maria Leon Work History
Maria has been registered as a financial advisor for 0 years.*
Pennington Partners & Co
Emory University
Emory University
The London Edition
Pricewaterhousecoopers
Emory University
Crystal Cruises
Pages Bbdo Advertising Agency
Emory University
Emory Univesity
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Maria Leon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pennington Partners & Co., LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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