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Amber Pennycoff

3 Years of Experience
Williamsport, PA

Amber Pennycoff is a registered investment advisor at Hudock Capital Group, based in Williamsport, PA, with 3 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 921 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
921 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)

Hudock Capital Group provides asset management services primarily through a wrap fee program, combining investment management and transaction costs into a single bundled fee. Portfolio management fees are detailed in a separate wrap fee program brochure, and the firm generally requires a minimum investment of $1,000,000 to open and maintain an advisory account, though this minimum may be waived at their discretion.

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Location

400 Market Street, Suite 200, Williamsport, PA, 17701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hudock Capital Group
October 2022 - Present · 4 yrs
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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