Insights

High net worth focus MPIM serves high net worth individuals and families, pension and profit sharing plans, and charitable trusts, indicating a market that values tailored, discretionary investment management and fiduciary services.

Sub-advisor role As a sub-advisor to the Union Street Partners Value Fund, there is an opportunity to cross-sell related investment strategies, co-branding efforts, and expanded access to affiliated fund networks.

Small team agility With a lean team of 2-10 employees, MPIM may seek scalable technology, outsourcing partnerships, and white-glove client service enhancements to compete with larger firms while controlling costs.

Mid-tier revenue Reported revenue in the 10–25 million range suggests opportunity for growth-focused solutions such as advanced client reporting, performance analytics, compliance automation, and scalable marketing programs.

Tech stack uplift Current technologies include Squarespace, Microsoft 365, Azure AD, and analytics tools; there is room to deepen security, data analytics, CRM integration, and workflow automation to improve client experience and operational efficiency.

Similar companies to McGinn Penninger Investment Management, Inc.

McGinn Penninger Investment Management, Inc. Tech Stack

McGinn Penninger Investment Management, Inc. uses 8 technology products and services including Squarespace, Webpack, Microsoft 365, and more. Explore McGinn Penninger Investment Management, Inc.'s tech stack below.

  • Content Management System
  • Webpack
    Development
  • Microsoft Online
    Email Hosting
  • Identity And Access Management
  • Modernizr
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

McGinn Penninger Investment Management, Inc.'s Email Address Formats

McGinn Penninger Investment Management, Inc. uses at least 2 email formats:
McGinn Penninger Investment Management, Inc. Email FormatsExamplePercentage
FLast@mcginninvests.comJDoe@mcginninvests.com
71%
First@mcginninvests.comJohn@mcginninvests.com
29%

Frequently Asked Questions

What is McGinn Penninger Investment Management, Inc.'s phone number?

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You can contact McGinn Penninger Investment Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is McGinn Penninger Investment Management, Inc.'s official website and social media links?

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McGinn Penninger Investment Management, Inc.'s official website is mcginninvests.com and has social profiles on LinkedIn.

How much revenue does McGinn Penninger Investment Management, Inc. generate?

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As of September 2026, McGinn Penninger Investment Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is McGinn Penninger Investment Management, Inc.'s NAICS code?

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McGinn Penninger Investment Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does McGinn Penninger Investment Management, Inc. have currently?

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As of September 2026, McGinn Penninger Investment Management, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Owner: C. M. G. and Principal: R. M. Explore McGinn Penninger Investment Management, Inc.'s employee directory with LeadIQ.

What industry does McGinn Penninger Investment Management, Inc. belong to?

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McGinn Penninger Investment Management, Inc. operates in the Investment Management industry.

What technology does McGinn Penninger Investment Management, Inc. use?

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McGinn Penninger Investment Management, Inc.'s tech stack includes Squarespace, Webpack, Microsoft 365, Microsoft Online, Azure Active Directory, Modernizr, Google Analytics and Adobe Fonts.

What is McGinn Penninger Investment Management, Inc.'s email format?

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McGinn Penninger Investment Management, Inc.'s email format typically follows the pattern of FLast@mcginninvests.com. Find more McGinn Penninger Investment Management, Inc. email formats with LeadIQ.

When was McGinn Penninger Investment Management, Inc. founded?

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McGinn Penninger Investment Management, Inc. was founded in 1991.
McGinn Penninger Investment Management, Inc. logo

McGinn Penninger Investment Management, Inc.

Investment ManagementVirginia, United States2-10 Employees

McGinn Penninger Investment Management, Inc. (MPIM) is an investment management firm that provides advisory services to high net worth individuals and families, pension and profit sharing plans, and charitable trusts. The company also acts as a sub-advisor to the Union Street Partners Value Fund, extending its role within a broader market for managed investment solutions. Based in Alexandria, Virginia, MPIM operates with a small professional team, focusing on delivering specialized guidance tailored to its clients’ financial objectives.
MPIM sits within the investment management industry, offering services aimed at preserving and growing client wealth through structured advisory relationships. The firm’s activities appear oriented toward a niche client base that requires bespoke oversight for personal, family, and institutional accounts, including charitable vehicles, while maintaining a local presence in the Virginia area. A recent development noted is the firm’s role as sub-advisor to an externally managed fund, indicating collaboration beyond its core advisory practice.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1991
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    McGinn Penninger Investment Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

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