Be advised. This firm is no longer registered.

Penn Financial Group LLC

Penn Financial Group LLC (CRD# 128872) is a financial advisory firm headquartered in , . They manage $35,731,679 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.pennfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $687,148
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

CO, MD

Financial Advisors at Penn Financial Group LLC
No Advisor Found.

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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