Michael Pento
Pento Portfolio Strategies · Naples, Florida
Michael Pento is a fee-only financial advisor at Pento Portfolio Strategies in Naples, Florida. Michael charges a percentage of assets.
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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 AZ, CA, CO, FL, LA, NJ, NV, OH, PA, TX, VA, WA, WI · CRD 2444402 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pentoport.com |
| Profile |
How Michael's firm compares
- Pento Portfolio Strategies's average account is about $271,000, from its Form ADV (assets managed divided by 874 accounts).
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Questions about Michael
Is Michael Pento a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael charges a percentage of assets.
Where is Michael Pento based?
Michael Pento is based in Naples, Florida.
Is Michael Pento registered with the SEC?
Yes. Michael Pento is registered as an investment adviser representative in AZ, CA, CO, FL, LA, NJ, NV, OH, PA, TX, VA, WA and WI (CRD 2444402), 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 Michael Pento?
Through Michael'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.
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