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John Gregory Livewell

PENN CAPITAL MANAGEMENT COMPANY, INC.·PHILADELPHIA, Pennsylvania
Unclaimed Profile
THREE CRESCENT DRIVE, PHILADELPHIA, PA 19112CRD# 2805942Firm CRD# 105081
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About

John Gregory Livewell is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with PENN CAPITAL MANAGEMENT COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm
PENN CAPITAL MANAGEMENT COMPANY, LLC
PENN CAPITAL MANAGEMENT COMPANY, LLC
AUM
$1.7B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PENN CAPITAL MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2805942
Firm CRD# 105081
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Gregory Livewell offer?
John Gregory Livewell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are John Gregory Livewell's credentials?
John Gregory Livewell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gregory Livewell located?
John Gregory Livewell is based in PHILADELPHIA, Pennsylvania, working with PENN CAPITAL MANAGEMENT COMPANY, INC.. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does John Gregory Livewell charge for services?
John Gregory Livewell'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, INC.?
PENN CAPITAL MANAGEMENT COMPANY, INC. 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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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.James W Ryan — EASTERLY EAB RISK SOLUTIONS LLCDavid Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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