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
Penn Advisory Group Inc.
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts128ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA
Financial Advisors at Penn Advisory Group Inc.
1
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.
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