Pennhaven Brokerage Partners, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Doylestown, Pennsylvania
CRD number
309708
Registered since
April 27, 2021

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Donald Ohara

    Donald Ohara

    Chief Executive OfficerCRD 2710243

  • Erika Gucfa

    Erika Gucfa

    Independent ContractorCRD 5597375

Contacts

3 of 3
  • Scott Brown

    Scott Brown

    FinOpCRD 6694802

  • Daniel Lilly

    Daniel Lilly

    Managing DirectorCRD 2721801

  • Edward Heard

    Edward Heard

    TraderCRD 2341164

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth