Penn Guardian Investment Counsel, LLC

Penn Guardian Investment Counsel, LLC (CRD# 171339) is a financial advisory firm headquartered in Blue Bell, PA. They manage $12,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $120,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
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.

PA

Financial Advisors at Penn Guardian Investment Counsel, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Barbara A. Gross
CRD#: 5004159
650 Sentry Parkway, Blue Bell, PA 19422
96
Wealthminder
score

Barbara Gross (CRD# 5004159) is an Investment Advisor Representative working at Penn Guardian Investment Counsel, LLC in Blue Bell, PA and has over 12 years of experience in the finance industry. Barbara Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William A. Kline
CRD#: 3201455
650 Sentry Parkway, Suite One, Blue Bell, PA 19422
90
Wealthminder
score

William Kline (CRD# 3201455) is an Investment Advisor Representative working at Penn Guardian Investment Counsel, LLC in Blue Bell, PA and has 1 year of experience in the finance industry.

3
Thomas A. McDevitt
CRD#: 2067268
650 Sentry Parkway, Suite One, Blue Bell, PA 19422
83
Wealthminder
score

Thomas McDevitt (CRD# 2067268) is an Investment Advisor Representative working at Penn Guardian Investment Counsel, LLC in Blue Bell, PA and has over 27 years of experience in the finance industry.

4
Giustino Destefano
CRD#: 4926924
650 Sentry Parkway, Suite One, Blue Bell, PA 19422
38
Wealthminder
score

Giustino Destefano (CRD# 4926924) is an Investment Advisor Representative working at Penn Guardian Investment Counsel, LLC in Blue Bell, PA and has over 12 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.