Penrod Financial Group
Firm details
- Headquarters
- Branson, Missouri
- CRD number
- 22785
- Registered since
- October 13, 1988
- Website
- penrodfinancialgroup.com
Firm profile
FINTRXOverview
Penrod Financial Group is recorded as a corporation and an SEC-registered adviser since 1988. FINTRX lists the firm as individually owned and classifies it as "Unclassified." The profile indicates the firm is not a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. The dataset does not include details on the company's advisory offerings, target client segments, investment philosophy, or product lineup.
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
Contacts
3 of 5
Richard Amsberry
FinOpCRD 2917504
Aaron Penrod
Securities BrokerCRD 3194251
Becky Penrod
Co-OwnerCRD 1088598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Branson, MO
Taney
Location
Branson, MO
Headquartered in Branson, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Taney
- Address
- 574 State Highway 248
- Time zone
- CT (UTC-6)
- Office locations
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