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 is SEC-registered as of 2021. Public filings classify the firm as "Unclassified" and indicate ownership by a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. There is very little publicly disclosed about Pennhaven’s business model, fee arrangements, client types, or specific advisory activities. Fields for business activities and affiliations were not provided in the available dataset.
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 2
Erika Gucfa
Independent ContractorCRD 5597375
Donald Ohara
Chief Executive OfficerCRD 2710243
Contacts
3 of 3
Daniel 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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