Penn Investment Advisors, Inc.

Penn Investment Advisors, Inc. (CRD# 151715) is a financial advisory firm headquartered in Doylestown, PA. They manage $542,221,681 in 2,022 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    2,022
    ACCOUNTS
  • Average Account Value
    $268,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • 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, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Penn Investment Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Marc F. Zarro
CRD#: 3264478
3969 Durham Road, Doylestown, PA 18902
96
Wealthminder
score

Marc Zarro (CRD# 3264478) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 16 years of experience in the finance industry. Marc Zarro 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
David M. Haas
CRD#: 2940089
Maplewood, NJ
93
Wealthminder
score

David Haas (CRD# 2940089) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Maplewood, NJ and has over 15 years of experience in the finance industry.

3
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 11 years of experience in the finance industry.

4
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 15 years of experience in the finance industry.

5
John G. McGovern
CRD#: 5272533
3969 Durham Road, Doylestown, PA 18902
93
Wealthminder
score

John McGovern (CRD# 5272533) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 9 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 32 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 6 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 11 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 12 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 13 years of experience in the finance industry.

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