Penniall & Associates

Penniall & Associates

Financial Services, 123 S Marengo Ave, Pasadena, California, 91101, United States, 11-50 Employees

bridgeadvisory.com

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Who is PENNIALL & ASSOCIATES

Penniall & Associates is now operating as BRIDGE ADVISORY, LLC. The same company with expanded services for our current and future clients. Penniall & Associates is a family run firm with...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Penniall & Associates Org Chart and Mapping

Dave Penniall

Chief Executive Officer

Employees

Sarah Jenson

Chief Investment Officer

Hal Smith

Senior Wealth Manager, Managing Director

Tamara Tudor

Senior Client Service Associate

Wendy Mill

Administrative Assistant

Conor Turley

Wealth Advisor (Upon Completion of Series 65)

Anne Averill

Senior Investment Analyst

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Frequently Asked Questions Regarding Penniall & Associates

Answer: Penniall & Associates's headquarters are located at 123 S Marengo Ave, Pasadena, California, 91101, United States

Answer: Penniall & Associates's phone number is +18*********

Answer: Penniall & Associates's official website is https://bridgeadvisory.com

Answer: Penniall & Associates's revenue is $10 Million to $25 Million

Answer: Penniall & Associates's SIC: 6282

Answer: Penniall & Associates's NAICS: 523940

Answer: Penniall & Associates has 11-50 employees

Answer: Penniall & Associates is in Financial Services

Answer: Penniall & Associates contact info: Phone number: +18********* Website: https://bridgeadvisory.com

Answer: Penniall & Associates is now operating as BRIDGE ADVISORY, LLC. The same company with expanded services for our current and future clients. Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.

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