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FIRM PROFILE
Overview
PENNHAVEN BROKERAGE PARTNERS, LLC is located at 108 N. Main Street Suite 205, Doylestown, PA 18901 and was first established at Philadelphia, Pennsylvania in 06/17/2020. After operating for 5 years, PENNHAVEN BROKERAGE PARTNERS, LLC 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 PENNHAVEN BROKERAGE PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PENNHAVEN BROKERAGE PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PENNHAVEN BROKERAGE PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 PENNHAVEN BROKERAGE PARTNERS, LLC‘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 PENNHAVEN BROKERAGE PARTNERS, LLC. 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.
Where the Statistical Data for PENNHAVEN BROKERAGE PARTNERS, LLC Comes From
Understanding the Statistics for PENNHAVEN BROKERAGE PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
108 N. Main Street Suite 205, Doylestown, PA 18901
108 N. Main Street Suite 205, Doylestown, PA 18901
Small
(484) 441-6544
Pennsylvania since 06/17/2020
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at PENNHAVEN BROKERAGE PARTNERS, LLC
Donald Irving Ohara
Peter Kelly Sims
Edward F Heard
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