Pennhaven Brokerage Partners, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Doylestown, Pennsylvania
CRD number
309708
Registered since
April 27, 2021

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Erika Gucfa

    Erika Gucfa

    Independent ContractorCRD 5597375

  • Donald Ohara

    Donald Ohara

    Chief Executive OfficerCRD 2710243

Contacts

3 of 3
  • Daniel Lilly

    Daniel Lilly

    Managing DirectorCRD 2721801

  • Edward Heard

    Edward Heard

    TraderCRD 2341164

  • Scott Brown

    FinOpCRD 6694802

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth