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 is listed as an SEC-registered adviser with registration dated 2021. Ownership is reported as a combination of a domestic entity and individual owners. Regulatory categorization in the available data is “unclassified.” The firm is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state or newly formed adviser; it also is not listed as a pension consultant or a related adviser. Public disclosures provided through the source are sparse on business lines, client types, fee schedules, and specific advisory activities.

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