PENN PORTFOLIO PARTNERS LLC

PENN PORTFOLIO PARTNERS LLC is an SEC-registered investment adviser (CRD 333736).

Registration

• CRD: 333736
• Type: Registered investment adviser
• Phone: (929) 2761697
• Latest filing: 2026-01-28
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333736 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search