Penrod Financial Group

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Branson, Missouri
CRD number
22785
Registered since
October 13, 1988

Firm profile

FINTRX

Overview

Penrod Financial Group is a corporation that has been registered with the SEC since 1988 and is owned by an individual proprietor. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The dataset does not enumerate the firm’s advisory services, client segments, fee arrangements, or specific business activities. Available disclosures note a few operational characteristics: the firm is not flagged as an active ESG investor, it is not a multistate adviser, it is not newly formed, and it is not identified as a pension consultant or related adviser. Beyond those binary attributes, FINTRX does not provide details about investment mandates, target sectors, or manager selection preferences.

Assets & Accounts

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

Contacts

3 of 5
  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

  • Aaron Penrod

    Aaron Penrod

    Securities BrokerCRD 3194251

  • Becky Penrod

    Co-OwnerCRD 1088598

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Branson, MO

Taney

Location

Branson, MO

Headquartered in Branson, MO, in the Midwest of the United States.

Region
Midwest
County
Taney
Address
574 State Highway 248
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth