Pennhaven Brokerage Partners, LLC
Firm details
- Headquarters
- Doylestown, Pennsylvania
- CRD number
- 309708
- Registered since
- April 27, 2021
- Website
- pennhavenbp.com
Firm profile
FINTRXOverview
Pennhaven Brokerage Partners, LLC is organized as a limited liability company and appears on the SEC registry with an inception/registration date in 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and has not been indicated as a capital allocator or related adviser. The firm has provided little detail about its target client types, fee arrangements, or the specific advisory and business services it offers. The dataset also flags Pennhaven as not being an active ESG investor, not operating as a multistate adviser, not serving as a pension consultant, and not reporting affiliation as a 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 2Donald Ohara
Chief Executive OfficerCRD 2710243

Erika Gucfa
Independent ContractorCRD 5597375
Contacts
3 of 3
Scott Brown
FinOpCRD 6694802

Daniel Lilly
Managing DirectorCRD 2721801
Edward Heard
TraderCRD 2341164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Doylestown, PA
Bucks
Location
Doylestown, PA
Headquartered in Doylestown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 108 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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