Penbrook Management LLC
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About this Advisor
Robert Anderson is a financial advisor whose office is in New York, New York. Currently a registered financial advisor with Penbrook Management LLC, they have accrued 14 years of experience in the financial advisory industry. Anderson maintains a Series 63 license, qualifying the advisor as a securities representative. Anderson is registered to operate based out of Texas. Throughout their career, Anderson has worked at Brean Murray Carret & Co., LLC, Penbrook Management, LLC, Brean Capital, LLC and Beech Hill Securities, Inc. Penbrook Management LLC is headquartered in New York, New York, and has two other locations across the country. As a registered advisory firm, Penbrook Management LLC manages $132 million in assets across 196 client accounts and employs four staff members. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 17% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Penbrook Management LLC provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Penbrook Management LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Robert Anderson Work History
Robert has 14 years of experience.
Beech Hill Securities, Inc
Penbrook Management, LLC
Brean Capital, LLC
Brean Murray Carret & Co.,LLC
Robert Anderson has no disclosures.
Please visit their SEC profile for more details.