Executive Chairman & Co-Chief Investment Officer · McGinn Penninger Investment Management Inc.
Bernard F. McGinn
CRD 1062218 · Named on Form ADV at 2 SEC-registered advisers
At a glance
McGinn Penninger Investment Management Inc., an SEC-registered wealth manager based in Alexandria, VA with $204 million in regulatory assets, lists Bernard F. McGinn on its Form ADV as Executive Chairman & Co-Chief Investment Officer, a control person. The SEC filings also name Bernard at 1 other registered adviser.
Firms and roles
- McGinn Penninger Investment Management Inc.Executive Chairman & Co-Chief Investment OfficerWealth manager · Alexandria, VA · $204M in regulatory assets
- Union Street Partners LLCElected Manager and Chief Investment OfficerAsset manager · Alexandria, VA · $86M in regulatory assets
AtlasMembers
Bernard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1993 (33 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bernard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul G. PizzaniDirector, McGinn Penninger Investment Management Inc.
- Alicia H. MagnierChief Compliance Officer, McGinn Penninger Investment Management Inc.
- Ryan M. PenningerChief Executive Officer & Co-Chief Investment Officer, McGinn Penninger Investment Management Inc.
- Shawn Patrick McLaughlinManaging Member, CEO, Chief Compliance Officer, Union Street Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bernard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.