Penn Advisory Group Inc.

Penn Advisory Group Inc. (CRD# 315991) is a financial advisory firm headquartered in Mount Vernon, IA. They manage $25,042,480 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1307 3rd Street Sw, Mount Vernon, IA 52314
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $195,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Penn Advisory Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Penn, financial advisor Mount Vernon IA
Robert D. Penn
CRD#: 1955142
Mount Vernon, IA

Robert Penn (CRD# 1955142) is an Investment Advisor Representative working at Penn Advisory Group Inc. in Mount Vernon, IA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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