Robert
Andrews

Pennington Partners & Co., LLC

CRD#7264734
Investment Advisor
in Bethesda, MD

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About this Advisor

Robert Andrews is a financial advisor based in Bethesda, Maryland, working with Pennington Partners & Co., LLC. Robert has previously held positions at Pennington Partners & Co, Unc Chapel Hill, and Cannon School. Robert has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Robert is part of Pennington Partners & Co., LLC, which operates out of Bethesda, Maryland. The firm has 1 office and 19 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Pennington Partners & Co., LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

7920 Norfolk Avenue Suite 1150
Bethesda, MD 20814

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Pennington Partners & Co., LLC Brokerage Details

Total Assets Under Management

$2,973,527,798

MD Average: $6,889,882,315
Total Number of Employees

19

MD Average: 45
Total Number of Accounts

437

MD Average: 765
Average Account Size

$6,804,411

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Robert Andrews Work History

2023 - Present (1 year)

Pennington Partners & Co

2019 - 2023 (4 years)

Pennington Partners & Co

2015 - 2019 (4 years)

Unc Chapel Hill

2010 - 2015 (5 years)

Cannon School

Disclosures

Please visit the SEC profile of Robert Andrews 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

Marc Halsema
Bethesda, MD
Charles Sheain
Bethesda, MD
Maria Leon
Bethesda, MD
Peter Feinman
Bethesda, MD
Robert Andrews
Bethesda, MD
Rodd Macklin
Bethesda, MD
Megan Bleil
Bethesda, MD
William Lowrie
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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