ARE YOU TRUSTWORTHY
Yes, we are; click here to read more
WHAT VALUE DO YOU PROVIDE
TYPE OF ADVISORY FIRM
HAVE FIDUCIARY DUTY
Yes
HAVE COMPLIANCE DISCLOSURES
No
HAVE CRIMINAL DISCLOSURES
No
INVESTMENTS USED
We use mutual funds and ETFs from Dimensional Fund Advisors
COMMISSION STRUCTURE
We don't take commissions
DO YOU PARTICIPATE IN REVENUE SHARING
No
TYPES OF CLIENTS
Individuals
High Net-Worth Individuals
Families
Businesses (retirement plans)
NUMBER OF CLIENTS
~85
ASSETS UNDER MANAGEMENT
~$40 Million
MINIMUM ASSET REQUIREMENT
$250,000
TYPES OF REPORTS
Performance (Monthly)
Brokerage Statement (Monthly)
Market Environment (Quarterly)
CRD NUMBER
169718 - Pensinger Financial, Inc.
IARD NUMBER
4866979 - Michael Pensinger
4645887 - Joseph Pensinger