Donnelly Penman & Partners

Overview

Donnelly Penman & Partners is organized as a corporation and is classified in the data as an investment bank. The firm has been SEC-registered since 2001 and is owned by an individual. In the snapshot provided, the firm is not listed as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state registered adviser. It is also not labeled as a pension consultant or a related adviser. The source does not provide detail on fee schedules, client segments, specific advisory activities, or investment mandates. Those operational and investment-practice details are not disclosed in the available record.

Assets & Accounts

Location & Offices