Unclaimed Profile

John Edward Coyne

PENN CAPITAL MANAGEMENT COMPANY, LLC·PHILADELPHIA, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65Clean record29 years registeredPENN CAPITAL MANAGEMENT COMPANY, LLC

1200 INTREPID AVENUE, PHILADELPHIA, PA 19112CRD# 734992Firm CRD# 105081

Profile Verification

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

Identity

John Edward Coyne · PHILADELPHIA, PA

Registration

CRD #734992 · PENN CAPITAL MANAGEMENT COMPANY, LLC · 29 years registered

Brand Profile

Not yet started

Career History

AC WEALTH PARTNERS

Sep 2023 – present

SPOUTING ROCK ASSET MANAGEMENT, LLC

Aug 2018 – Jul 2023

BRYN MAWR, PA

BRINKER CAPITAL INC

Sep 1996 – Jan 2018

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 5, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENN CAPITAL MANAGEMENT COMPANY, LLC

CRD 105081 · SEC 801-31452

AUM

$1.7B

Regulatory assets under management

Employees

934 client accounts

Services offered by PENN CAPITAL MANAGEMENT COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at PENN CAPITAL MANAGEMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does John Edward Coyne offer?

John Edward Coyne specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are John Edward Coyne's credentials?

John Edward Coyne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Coyne located?

John Edward Coyne is based in PHILADELPHIA, Pennsylvania, working with PENN CAPITAL MANAGEMENT COMPANY, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does John Edward Coyne charge for services?

John Edward Coyne'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 PENN CAPITAL MANAGEMENT COMPANY, LLC?

PENN CAPITAL MANAGEMENT COMPANY, LLC has approximately 19 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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