Penn Financial Group LLC

Penn Financial Group LLC (CRD# 128872) is a financial advisory firm headquartered in , . They manage $12,851,800 in 47 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $273,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NY, PA, TN

Financial Advisors at Penn Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew D. McCall
CRD#: 4225412
Ridgewood, NJ
73
Wealthminder
score

Matthew McCall (CRD# 4225412) is an Investment Advisor Representative working at Penn Financial Group LLC in Ridgewood, NJ and has over 17 years of experience in the finance industry.

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