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.
View Top Employees from Penniall & Associates, Inc. now Bridge Advisory, LLCWebsite | http://www.penniall.com |
Revenue | $7 million |
Employees | 10 (10 on RocketReach) |
Founded | 2002 |
Address | 123 South Marengo Ave Suite 200, Pasadena, California 91101, US |
Phone | (626) 795-3062 |
Fax | (626) 795-3063 |
Industry | Financial Services, Insurance, Wealth Management, Asset Management, Financial Planning, Insurance Services, Real Estate, Company Benefits |
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The Penniall & Associates, Inc. now Bridge Advisory, LLC annual revenue was $7 million in 2024.
Tina Dadvand is the Executive Director of Employee Benefits of Penniall & Associates, Inc. now Bridge Advisory, LLC.
10 people are employed at Penniall & Associates, Inc. now Bridge Advisory, LLC.
Penniall & Associates, Inc. now Bridge Advisory, LLC is based in Pasadena, California.