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. Public data lists ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." The firm is not identified as an active ESG investor, a capital allocator, a pension consultant, a related adviser, or a multi-state adviser, and it is not flagged as newly formed.
Assets & Accounts
Investments & Alternatives
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
Donald Ohara
Chief Executive OfficerCRD 2710243
Erika Gucfa
Independent ContractorCRD 5597375
Contacts
3 of 3
Scott Brown
FinOpCRD 6694802
Daniel Lilly
Managing DirectorCRD 2721801
Edward Heard
TraderCRD 2341164
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
Similar firms
3ico Securities LLC
Broker-DealerConshohocken, PA
Delaware Distributors, L.P.
Broker-DealerPhiladelphia, PA
SAL Equity Trading, Gp
Broker-DealerBala Cynwyd, PA
Heritage Financial Systems, LLC
Broker-DealerMalvern, PA
Hornor, Townsend & Kent, LLC
Broker-DealerConshohocken, PA
Vigilant Distributors, LLC
Broker-DealerChadds Ford, PA