DONNELLY PENMAN & PARTNERS
Firm details
- Headquarters
- GROSSE POINTE FARMS, Michigan
- CRD number
- 104448
- Registered since
- January 5, 2001
- Website
- donnellypenman.com
Firm profile
FINTRXOverview
Donnelly Penman & Partners is a corporation that registered with the SEC in 2001 and identifies itself as an investment bank under individual ownership. Publicly disclosed attributes indicate the firm does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm has not supplied details about its client segments, fee schedules, specific advisory services, or other operational activities in the available dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 16EDWARD SAMSON
CRD 2041321
John Bernard
Vice PresidentCRD 6828249
Derek Greening
Senior AnalystCRD 7384579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GROSSE POINTE FARMS, MI
WAYNE
Location
GROSSE POINTE FARMS, MI
Headquartered in GROSSE POINTE FARMS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 63 Kercheval Ave
- Time zone
- ET (UTC-5)
- Office locations
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