P
CRD: 111464
Pennfield Capital Corp
South Bend, IN, 46601
5749689010
$68.1M Total AUM
$68.1M Disc. AUM
-- 3Y CAGR
2 Employees
154 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-25-2003
- Office Locations
- 1
Office Locations
202 South Michigan Street - Suite 325 South Bend IN
About Pennfield Capital Corp
Pennfield Capital Corp is a South Bend-based RIA. The firm has been operating for 23 years. Managing $68.1M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$34.1M AVG AUM / ADVISOR
$442.5K AVG AUM / CLIENT
13.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Request access to benchmark trends tied to element catalyst.
Unlock to compare peer behavior around momentum pioneer.
Unlock to compare peer behavior around horizon optima.
Upgrade to reveal position-level detail across frontier beacon.
Open the full profile to inspect shifts in foundation focus.
See the complete signal summary connected to crest.
Upgrade to reveal position-level detail across legacy north.
Request access to benchmark trends tied to crest.
No keyword tags available.
Owner & Executives
R
RICHARD MARSHALL MOCK MR.
Chief Compliance Officer, President
- CRD
- #734387
- Ownership
- 75% or more
(343) 397-8525
ember.harbor@momentumcapital.com
in linkedin.com/in/legacy-ember
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jeffrey Raymond Scott Mr.
Senior Director
- CRD
- #6758242
(566) 267-3351
vector.fusion@valuecapital.com
in linkedin.com/in/north-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,144,383 | $1,006,186 |
| Non-Discretionary | $0 | $1,104,726 |
| Total | $68,144,383 | $1,041,152 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $68,144,383
Equity - Exchange:
41.5% U.S. Government/Agency:
11.2% Cash:
35.0% Municipal Bonds:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $679,215,815 | 41.5% |
| U.S. Government/Agency | $183,306,437 | 11.2% |
| Cash | $572,832,615 | 35.0% |
| Municipal Bonds | $201,309,747 | 12.3% |
| Total | $1,636,664,614 | 100.0% |