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 privately held corporation that has been SEC-registered since 2001 and is categorized as an investment bank. Public disclosures about the firm's client mix, fee schedules, and day-to-day advisory or business activities are limited. The available record indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not reported to serve as a pension consultant or related adviser.
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
Owners & executives
2 of 2
Edward Samson
Founder and CEOCRD 2041321
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 8
James Penman
Managing DirectorCRD 2407009
John Donnelly
DirectorCRD 2407013
Roy Vorhees
Senior Vice PresidentCRD 4350755
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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