RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
COLEMAN, JUSTINE, CICHIEF COMPLIANCE OFFICERNA Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control
PENTO, MICHAEL, GERARDIMANAGING MEMBERE Control

Registrations

Federal

IA
Feb 13, 2025 REGISTERED

Notice Filings (31)

AL AR AZ CA CO CT FL GA ID IL IN LA MA MD MI MN NC NH NJ NV NY OH OR PA SC TN TX UT VA WA WI

Address

999 VANDERBILT BEACH RD, SUITE 200
NAPLES, FL 34108
United States
Phone: 732-772-9500