# PENNIALL RETIREMENT ADVISORS, L.P.

PENNIALL RETIREMENT ADVISORS, L.P. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285096
- Type: SEC-registered investment adviser
- SEC file number: 801-108342
- Location: 1200 NEWPORT CENTER DRIVE, SUITE 200, NEWPORT BEACH, CA, 92660
- Phone: 949-757-1799
- Latest filing: 2016-09-08
- Clients: 7

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [PENNIALL DAVID RICKARD](https://search.stillhousedata.com/person/742454) | CEO; LIMITED PARTNER | — |
| [GRANT DENNIS WADE](https://search.stillhousedata.com/person/796813) | CFO | — |
| [BRANCONIER KATHLEEN MARY](https://search.stillhousedata.com/person/840119) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285096/similar
- Related entities: https://search.stillhousedata.com/firm/285096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285096

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.