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FIRM PROFILE
Overview
DONNELLY PENMAN & PARTNERS is located at 63 Kercheval Avenue, Suite 112, Grosse Pointe Woods, MI 48236 and was first established at Chicago, Michigan in 08/11/2000. After operating for 25 years, DONNELLY PENMAN & PARTNERS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of DONNELLY PENMAN & PARTNERS’s clients are individuals and 0% of their clients are high net worth individuals. DONNELLY PENMAN & PARTNERS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DONNELLY PENMAN & PARTNERS are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access DONNELLY PENMAN & PARTNERS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at DONNELLY PENMAN & PARTNERS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for DONNELLY PENMAN & PARTNERS and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
63 Kercheval Avenue, Suite 112, Grosse Pointe Woods, MI 48236
63 Kercheval Avenue, Suite 112, Grosse Pointe Woods, MI 48236
Small
(313) 446-9900
Michigan since 08/11/2000
Corporation
March
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| CHRISTIANS, ANDREW CHARLES | TREASURER | 5275038 | |
| CUNNINGHAM, GREGORY H | SENIOR VICE PRESIDENT | 6009077 | |
| LAMB, JEREMY LOUIS | SECRETARY | 4577771 | |
| PENMAN, JAMES CARL | CEO | 2407009 | |
| VORHEES, ROY WEBSTER IV | SENIOR VICE PRESIDENT | 4350755 | |
| BERNARD, JOHN XAVIER | ASSOCIATE | 6828249 | |
| MOLITOR, MICHAEL ARTHUR | ASSOCIATE | 7453889 | |
| SADZEWICZ, GERY JOSEPH | CHIEF COMPLIANCE OFFICER | 1090963 | |
| SHEA, THOMAS EDWARD | FINOP | 2299633 |
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Advisor's working at DONNELLY PENMAN & PARTNERS
Gery Joseph Sadzewicz
Thomas Edward Shea
Roy Webster Vorhees IV
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