RIA Intel›Advisers›Illinois›PENSINGER FINANCIAL, INC.

PENSINGER FINANCIAL, INC.

Advisory

IL

Data as of Jan 23, 2026 · Source: SEC Form ADV

Rank in IL

#1,200

of 1,719 advisers by AUM

Average account

$475K

across 106 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$49M

Non-Discretionary AUM$1M

Discretionary %97.2%

Total Clients106

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

106 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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