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Jennifer Penafiel Hollingsworth

AMUNDI SMITH BREEDEN LLC·DURHAM, North Carolina
AMUNDI SMITH BREEDEN LLC
280 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 5652814Firm CRD# 169589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Penafiel Hollingsworth · DURHAM, NC
Registration
CRD #5652814 · AMUNDI SMITH BREEDEN LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jennifer Penafiel Hollingsworth is a registered financial advisor based in DURHAM, North Carolina, affiliated with AMUNDI SMITH BREEDEN LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AMUNDI SMITH BREEDEN LLC
AMUNDI SMITH BREEDEN LLC
AUM
$14.5B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at AMUNDI SMITH BREEDEN LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5652814
Firm CRD# 169589
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Penafiel Hollingsworth offer?
Jennifer Penafiel Hollingsworth specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Jennifer Penafiel Hollingsworth's credentials?
Jennifer Penafiel Hollingsworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Penafiel Hollingsworth located?
Jennifer Penafiel Hollingsworth is based in DURHAM, North Carolina, working with AMUNDI SMITH BREEDEN LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Jennifer Penafiel Hollingsworth charge for services?
Jennifer Penafiel Hollingsworth's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMUNDI SMITH BREEDEN LLC?
AMUNDI SMITH BREEDEN LLC has approximately 75 employees and manages $14.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMUNDI SMITH BREEDEN LLC

Jonathan Michael Duensing
DURHAM, NC
Elke Rosa Urban
DURHAM, NC
Eric Marie Brard
DURHAM, NC
Philippe Garreau
DURHAM, NC
Aimee Kathryn Harmelink
DURHAM, NC
Amy Carol Arganbright
DURHAM, NC

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Research
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