PENECO INVESTMENTS LLC

GREENWOOD VILLAGE, Colorado·3 registered advisors·CRD# 108939

SEC# 801-54762303-793-3840

01

Firm Overview

AUM

$26M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at PENECO INVESTMENTS LLC

3 registered advisors

Carol Tanabe Aragon

GREENWOOD VILLAGE, Colorado

Linda Tanabe Heifets

GREENWOOD VILLAGE, Colorado

William Peterson Nelson

GREENWOOD VILLAGE, Colorado

05

Office Locations

GREENWOOD VILLAGE, Colorado

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Data sourced from SEC Form ADV filings. PENECO INVESTMENTS LLC (CRD# 108939) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.