Penn Investment Advisors, Inc.
Penn Investment Advisors, Inc. (CRD# 151715) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $574,427,667 in 1,139 accounts and serve the financial needs of clients across 28 states (or territories).
Current Firm Details
Penn Investment Advisors, Inc.
By the Numbers
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Total Assets Under Management574MILLION
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Total Number of Accounts1,139ACCOUNTS
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Average Account Value$504,326
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
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
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.
No Advisor Found.
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