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 a limited liability company that registered with the SEC in 2021. FINTRX classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The firm is not identified in the dataset as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly reported detail about Pennhaven Brokerage Partners’ business lines, client segments, fee schedules, or advisory activities is not provided in the source data. That limited disclosure makes it difficult to assess the firm’s target clientele, service model, or investment approach from available records.
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 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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