Donnelly Penman & Partners

Overview

Donnelly Penman & Partners is organized as a corporation and is registered with the SEC as an adviser since 2001. The firm is classified in the source data as an investment bank and is owned by an individual. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser in the provided snapshot. The firm has not supplied further details about its advisory activities, client segments, fee structure, or business activities in the available data, and a separate activities-and-affiliations field is blank.

Assets & Accounts

Location & Offices