other names
  • JOHN M. PENTZ, LLC
  • JOHN M. PENTZ, CPA
  • PENTZ, JOHN MICHAEL

Adviser Profile

Registration status Terminated
As of Date 08/29/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
AUM* 7,496,730 3%
of that, discretionary 0
Private Fund GAV* 0
Avg Account Size 124,946 4%
SMA’s No
Private Funds 0
Contact Info 336 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees