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 listed as an SEC-registered adviser with registration dated 2021. Ownership is reported as a combination of a domestic entity and individual owners. Regulatory categorization in the available data is “unclassified.” The firm is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state or newly formed adviser; it also is not listed as a pension consultant or a related adviser. Public disclosures provided through the source are sparse on business lines, client types, fee schedules, and specific advisory activities.
Assets & Accounts
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 2Donald Ohara
Chief Executive OfficerCRD 2710243

Erika Gucfa
Independent ContractorCRD 5597375
Contacts
3 of 3
Scott Brown
FinOpCRD 6694802

Daniel Lilly
Managing DirectorCRD 2721801
Edward Heard
TraderCRD 2341164
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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