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Lee Daniel Caney

PENNANTPARK INVESTMENT ADVISERS, LLC·MIAMI BEACH, Florida
Unclaimed Profile
1691 MICHIGAN AVENUE, MIAMI BEACH, FL 33139CRD# 7739569Firm CRD# 143149
01

About

Lee Daniel Caney is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with PENNANTPARK INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PENNANTPARK INVESTMENT ADVISERS, LLC
PENNANTPARK INVESTMENT ADVISERS, LLC
AUM
$4.0B
Regulatory assets under management
Employees
67
Total firm employees
View all advisors at PENNANTPARK INVESTMENT ADVISERS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7739569
Firm CRD# 143149
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Daniel Caney offer?
Lee Daniel Caney specializes in Investment Management, Retirement Planning. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Lee Daniel Caney's credentials?
Lee Daniel Caney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Daniel Caney located?
Lee Daniel Caney is based in MIAMI BEACH, Florida, working with PENNANTPARK INVESTMENT ADVISERS, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Lee Daniel Caney charge for services?
Lee Daniel Caney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENNANTPARK INVESTMENT ADVISERS, LLC?
PENNANTPARK INVESTMENT ADVISERS, LLC has approximately 67 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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