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Justine C Coleman

Investment adviser representative at Pento Portfolio Strategies, LLC
13 yearsExperience
5 statesRegistered in
$237.3MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsSubscriptionOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Pento Portfolio Strategies, LLCFeb 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 5 states (CA, NJ, PA, VA, WA).

Pento Portfolio Strategies, LLC

$237.3MAssets managed
874Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6202329
Firm CRD
159217
Advisor's SEC record (opens in a new tab)
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