Unclaimed Profile

Susan Babcock White

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC·WEST HARTFORD, Connecticut

Clean recordPENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 6617690Firm CRD# 130289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Babcock White · WEST HARTFORD, CT

Registration

CRD #6617690 · PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Babcock White is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Performance-based fees

Other: PERCENTAGE OF COMMITTED OR INVESTED CAPITAL

Regulatory

SEC/IARD CRD# 6617690

Firm CRD# 130289

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Susan Babcock White offer?

Susan Babcock White specializes in Retirement Planning. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Susan Babcock White's credentials?

Susan Babcock White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Babcock White located?

Susan Babcock White is based in WEST HARTFORD, Connecticut, working with PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Susan Babcock White charge for services?

Susan Babcock White's firm is compensated through performance-based fees, other: percentage of committed or invested capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC?

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →