Penn Investment Advisors, Inc.

Penn Investment Advisors, Inc. (CRD# 151715) is a financial advisory firm headquartered in Doylestown, PA. They manage $538,572,526 in 1,573 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    539
    MILLION
  • Total Number of Accounts
    1,573
    ACCOUNTS
  • Average Account Value
    $342,386
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Penn Investment Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
John G. McGovern
CRD#: 5272533
3969 Durham Road, Doylestown, PA 18902
100
Wealthminder
score
John McGovern (CRD# 5272533) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 10 years of experience in the finance industry.
2
Brent R. Bonstingl
CRD#: 5509956
3969 Durham Road, Doylestown, PA 18902
93
Wealthminder
score

Brent Bonstingl (CRD# 5509956) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 6 years of experience in the finance industry.

3
Timothy D. Humphreys
CRD#: 6015525
1831 Delaware Avenue, Wilmington, DE 19806
93
Wealthminder
score

Timothy Humphreys (CRD# 6015525) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Wilmington, DE and has over 6 years of experience in the finance industry.

4
Carl Ippolito
CRD#: 4773246
62 Arctic Parkway, Ewing, NJ 08638
93
Wealthminder
score

Carl Ippolito (CRD# 4773246) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Ewing, NJ and has over 13 years of experience in the finance industry.

5
Gary V. Krimershmoys
CRD#: 4343948
3969 Durham Road, Doylestown, PA 18902
93
Wealthminder
score

Gary Krimershmoys (CRD# 4343948) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 17 years of experience in the finance industry.

6
Peter J. Ponzio
CRD#: 1270279
3969 Durham Road, Doylestown, PA 18902
93
Wealthminder
score

Peter Ponzio (CRD# 1270279) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 33 years of experience in the finance industry.

7
Sean M. Schmid
CRD#: 4252140
3969 Durham Road, Doylestown, PA 18902
93
Wealthminder
score

Sean Schmid (CRD# 4252140) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 7 years of experience in the finance industry.

8
Craig E. Sigeti
CRD#: 719072
3969 Durham Road, Doylestown, PA 18902
93
Wealthminder
score

Craig Sigeti (CRD# 719072) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 12 years of experience in the finance industry.

9
Joshua A. Sivers
CRD#: 4763059
2 Walnut Street, Danville, PA 17821
93
Wealthminder
score

Joshua Sivers (CRD# 4763059) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Danville, PA and has over 13 years of experience in the finance industry.

10
James J. Walker
CRD#: 4638243
3969 Durham Road, Doylestown, PA 18902
93
Wealthminder
score

James Walker (CRD# 4638243) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 15 years of experience in the finance industry.

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