Unclaimed Profile

Amy Beth Armstrong

PERSIMMON CAPITAL MANAGEMENT LP·BLUE BELL, Pennsylvania

Series 7, Series 63, Series 66Clean record19 years registeredPERSIMMON CAPITAL MANAGEMENT LP

1777 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 2635807Firm CRD# 108107

Profile Verification

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

Identity

Amy Beth Armstrong · BLUE BELL, PA

Registration

CRD #2635807 · PERSIMMON CAPITAL MANAGEMENT LP · 19 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jun 2026 – present

PERSIMMON CAPITAL MANAGEMENT

Jun 2025 – present

DAKOTA WEALTH, LLC

Jul 2021 – Jul 2025

Blue Bell, PA

PERSIMMON CAPITAL MANAGEMENT LP

Feb 2007 – Sep 2021

BLUE BELL, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · February 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERSIMMON CAPITAL MANAGEMENT LP

CRD 108107 · SEC 801-56210

AUM

$263M

Regulatory assets under management

Employees

99 client accounts

Services offered by PERSIMMON CAPITAL MANAGEMENT LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PERSIMMON CAPITAL MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Amy Beth Armstrong offer?

Amy Beth Armstrong specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are Amy Beth Armstrong's credentials?

Amy Beth Armstrong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Beth Armstrong located?

Amy Beth Armstrong is based in BLUE BELL, Pennsylvania, working with PERSIMMON CAPITAL MANAGEMENT LP. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does Amy Beth Armstrong charge for services?

Amy Beth Armstrong's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSIMMON CAPITAL MANAGEMENT LP?

PERSIMMON CAPITAL MANAGEMENT LP has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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