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PENCE CAPITAL MANAGEMENT, LLC
PENCE CAPITAL MANAGEMENT, LLC
NEWPORT BEACH, California
·
2 registered advisors
·
CRD# 281739
SEC# 801-128559
0
949-660-8777
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
03
Specialties
Investment Management
Wealth Management
04
Advisors at PENCE CAPITAL MANAGEMENT, LLC
2 registered advisors
Eldon Dryden Pence
NEWPORT BEACH, California
CRD# 1372965
Laila Sobhi Marshallpence
NEWPORT BEACH, California
CRD# 710521
05
Office Locations
NEWPORT BEACH, California
2 advisors
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Data sourced from SEC Form ADV filings. PENCE CAPITAL MANAGEMENT, LLC (CRD# 281739) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.