Member · Autumn Glory Partners, LLC
Penny L. Adamson
CRD 6792252 · Named on Form ADV at one SEC-registered adviser
At a glance
Autumn Glory Partners, LLC, an SEC-registered wealth manager based in Dallas, TX with $748 million in regulatory assets, lists Penny L. Adamson on its Form ADV as Member.
Firms and roles
- Autumn Glory Partners, LLCMemberWealth manager · Dallas, TX · $748M in regulatory assets
AtlasMembers
Penny’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 the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Peter J. AdamsonPresident, Autumn Glory Partners, LLC
- Courtney D. LawsonChief Compliance Officer, Autumn Glory 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 Penny’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.