Pento Portfolio Strategies, LLC
Pento Portfolio Strategies, LLC is an SEC-registered mass-market adviser in Naples, FL with $237.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Pento Portfolio Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159217, SEC 801-121261, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $237.3M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Location
- Naples, FL
- Employees
- 3
- Clients
- 874
- CRD
- 159217
- Ownership
- PENTO, MICHAEL, GERARD; COLEMAN, JUSTINE, C
How much AUM does Pento Portfolio Strategies, LLC have?
Pento Portfolio Strategies, LLC reported $237.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Pento Portfolio Strategies, LLC?
Disclosed owners and executives of Pento Portfolio Strategies, LLC include PENTO, MICHAEL, GERARD, COLEMAN, JUSTINE, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.