Peter
Feinman
Pennington Partners & Co., LLC
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About this Advisor
Peter Feinman is a financial advisor who works in Bethesda, Maryland with 2 years of relevant experience. Feinman is on the advisory team at Pennington Partners & Co., LLC. During their career, Feinman has held roles at Showpiece Shows, Babson College, Robinson High School, Princess Anne High School, Plaza Middle School and Pennington Partners & Co., LLC. Feinman has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Maryland. Pennington Partners & Co., LLC is a registered investment company operating out of Bethesda, MD. It has a total of 13 people on staff. It controls $2 billion in assets among its 437 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 437 client accounts, 90% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Pennington Partners & Co., LLC likely are comprised of 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
Peter Feinman Work History
Peter has been registered as a financial advisor for 2 years.*
Pennington Partners & Co., LLC
Showpiece Shows
Babson College
Robinson High School
Princess Anne High School
Plaza Middle School
*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 Peter Feinman 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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