a quick look
Are you trustworthywhat value do you providetype of advisory firm
Registered Investment Advisor
have fiduciary dutyYes
have criminal disclosuresNo
have compliance disclosuresNo
CustodianFee structureAssets under management feeInvestments usedcommission structureWe don't take commissions
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Do you participate in revenue sharingNo
types of clientsIndividuals
High Net-Worth Individuals Families Businesses (retirement plans) Number of clients~65
assets under management~$29 Million
minimum asset requirement$25,000; with a minimum quarterly billing charge of $125
types of reportsPerformance (Monthly)
Brokerage Statement (Monthly) Market Environment (Quarterly) View ADV & Privacy policyForm ADV Part 2A Pensinger Financial (online)
Form ADV Part 2A Pensinger Financial (PDF) Form ADV Part 2B Michael Pensinger (PDF) Form ADV Part 2B Joseph Pensinger (PDF) Privacy Policy (PDF) CRD Number169718 - Pensinger Financial, Inc.
IARD Number4866979 - Michael Pensinger
4645887 - Joseph Pensinger |
CONTACT
Lemont, Illinois 60439 630-754-7580 Phone 630-590-9392 Fax |