PENTO PORTFOLIO STRATEGIES, LLC
CRD #159217 SEC #801-121261 NAPLES, FL 732-772-9500
SEC Registered
Total AUM
$210.5M
Discretionary
$210.5M
Employees
3
Clients
--
Accounts
687
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $210.5M | $210.5M | $0 | 3 | 0 |
| Feb 2024 | $198.9M | $198.9M | $0 | 3 | 0 |
| Feb 2024 | $198.9M | $198.9M | $0 | 3 | 0 |
| Nov 2023 | $206.6M | $206.6M | $0 | 3 | 0 |
| Feb 2023 | $206.6M | $206.6M | $0 | 3 | 0 |
| Nov 2022 | $204.2M | $204.2M | $0 | 3 | 0 |
| May 2022 | $202.2M | $202.2M | $0 | 3 | 0 |
| Mar 2022 | $191.5M | $191.5M | $0 | 3 | 0 |
| Dec 2021 | $156.1M | $156.1M | $0 | 3 | 0 |
| Nov 2021 | $156.1M | $156.1M | $0 | 3 | 0 |
| Apr 2021 | $112.7M | $112.7M | $0 | 3 | 0 |
| Apr 2021 | $112.7M | $112.7M | $0 | 3 | 0 |
| Apr 2021 | $112.7M | $112.7M | $0 | 3 | 0 |
DateFeb 2025
Total AUM$210.5M
Discretionary$210.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$198.9M
Discretionary$198.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$198.9M
Discretionary$198.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees3
Clients0