Mcginn Penninger Investment Management Inc.
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 107396
- Registered since
- February 7, 1992
- Website
- mcginnpenninger.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.85%
- Investment Companies42.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
McGinn Penninger Investment Management Inc. is an owner-operated, SEC-registered corporate RIA that has been active since 1992. The firm combines advisory services with a registered representative relationship with a broker-dealer, and it serves both individual and institutional clients. Its advisory work covers portfolio management for individuals and small businesses, separate management for investment companies, and discretionary mandates for businesses or institutions. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator or an ESG-focused manager. The adviser also operates with at least one affiliated adviser in its structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities88%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Contacts
3 of 6
Christopher Lane
Junior AnalystCRD 7662292
Richard Slater
Financial Planning ConsultantCRD 5798365
Alicia Broehl
Director of Operations & PartnerCRD 4335090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$4M in ETFs
94%
$3.7M
0%
$253K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $617K | 3,930 | 15.62% |
Location
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 277 S Washington St
- Time zone
- ET (UTC-5)
- Office locations
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