Justine Coleman
Pento Portfolio Strategies · Naples, Florida
Justine Coleman is a fee-only financial advisor at Pento Portfolio Strategies in Naples, Florida. Justine charges a percentage of assets.
Request an introduction to Justine →
Facts
| Firm | Pento Portfolio Strategies |
|---|---|
| Based in | Naples, Florida |
| Fee model | Percentage of assets |
| Assets under management | $237.3M across 874 accounts |
| SEC registration | Investment adviser representative in CA, NJ, PA, VA, WA · CRD 6202329 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pentoport.com |
How Justine's firm compares
- Pento Portfolio Strategies's average account is about $271,000, from its Form ADV (assets managed divided by 874 accounts).
Request an introduction to Justine
Tell Justine a little about what you're looking for. Justine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justine
Is Justine Coleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justine holds no broker registration, and Pento Portfolio Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justine charge for financial advice?
Justine charges a percentage of assets.
Where is Justine Coleman based?
Justine Coleman is based in Naples, Florida.
Is Justine Coleman registered with the SEC?
Yes. Justine Coleman is registered as an investment adviser representative in CA, NJ, PA, VA and WA (CRD 6202329), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pento Portfolio Strategies manage?
Pento Portfolio Strategies reports $237.3M across 874 accounts in assets under management.
How do I contact Justine Coleman?
Through Justine's website, www.pentoport.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pento Portfolio Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.