Paul
Penke

Ironvine Capital Partners, LLC

CRD#5149918
Investment Advisor
in Omaha, NE

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About this Advisor

Paul Penke is a financial advisor based in Omaha, Nebraska, working with Ironvine Capital Partners, LLC. Paul has previously held positions at Millman, Inc and Ironvine Capital Partners, LLC. Paul has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Paul is part of Ironvine Capital Partners, LLC, which operates out of Omaha, Nebraska. The firm has 1 office and 5 employees. The firm manages assets totaling $942.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Ironvine Capital Partners, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

9290 W. Dodge Rd; Ste 203
Omaha, NE 68114

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Ironvine Capital Partners, LLC Brokerage Details

Total Assets Under Management

$942,566,873

NE Average: $1,978,216,465
Total Number of Employees

5

NE Average: 226
Total Number of Accounts

452

NE Average: 7,467
Average Account Size

$2,085,325

NE Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Paul Penke Work History

2021 - Present (3 years)

Ironvine Capital Partners, LLC

2008 - 2021 (13 years)

Millman, Inc

Disclosures

Please visit the SEC profile of Paul Penke 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 Ironvine Capital Partners, LLC

Eric Ruden
Omaha, NE
Ryan Mendlik
Omaha, NE
Matthew Barnes
Omaha, NE
Paul Penke
Omaha, NE
David Perkins
Omaha, NE

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