Pennhaven Brokerage Partners, LLC
Firm details
- Headquarters
- Doylestown, Pennsylvania
- CRD number
- 309708
- Registered since
- April 27, 2021
- Website
- pennhavenbp.com
Firm profile
FINTRXOverview
Pennhaven Brokerage Partners, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a registration year of 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm’s classification is listed as unclassified in the source data. Flags in the profile indicate the firm is not a capital allocator, is not identified as an active ESG investor, and is not marked as a pension consultant or related adviser. The source does not disclose the firm’s advisory activities, client types, fee structure, or specific business lines, and no activities or affiliations were provided.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
2 of 2
Erika Gucfa
Independent ContractorCRD 5597375
Donald Ohara
Chief Executive OfficerCRD 2710243
Contacts
3 of 3
Daniel Lilly
Managing DirectorCRD 2721801
Edward Heard
TraderCRD 2341164
Scott Brown
FinOpCRD 6694802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Doylestown, PA
Bucks
Location
Doylestown, PA
Headquartered in Doylestown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 108 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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