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 a limited liability company that registered with the SEC in 2021. FINTRX classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The firm is not identified in the dataset as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly reported detail about Pennhaven Brokerage Partners’ business lines, client segments, fee schedules, or advisory activities is not provided in the source data. That limited disclosure makes it difficult to assess the firm’s target clientele, service model, or investment approach from available records.

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
  • Erika Gucfa

    Erika Gucfa

    Independent ContractorCRD 5597375

  • Donald Ohara

    Donald Ohara

    Chief Executive OfficerCRD 2710243

Contacts

3 of 3
  • Daniel Lilly

    Daniel Lilly

    Managing DirectorCRD 2721801

  • Edward Heard

    Edward Heard

    TraderCRD 2341164

  • Scott Brown

    Scott Brown

    FinOpCRD 6694802

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