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 a limited liability company that registered with the SEC in 2021. Publicly available metadata classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. FINTRX notes that Pennhaven does not act as a capital allocator, is not active on ESG investing, and is not designated a multistate adviser. No further detail on advisory activities, client segments, or specific business lines was provided.
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 2ERIKA GUCFA
Independent ContractorCRD 5597375
DONALD OHARA
Chief Executive OfficerCRD 2710243
Contacts
3 of 3DANIEL LILLY
Managing DirectorCRD 2721801
Edward Heard
TraderCRD 2341164
Scott Brown
FinOpCRD 6694802
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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