Overview
Assets Under Management: $574 million
Headquarters: BALA CYNWYD, PA
High-Net-Worth Clients: 49
Average Client Assets: $2.1 million
Frequently Asked Questions
PENN INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151715), PENN INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
PENN INVESTMENT ADVISORS, INC. is headquartered in BALA CYNWYD, PA.
PENN INVESTMENT ADVISORS, INC. serves 49 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, PENN INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
PENN INVESTMENT ADVISORS, INC. manages $574 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, PENN INVESTMENT ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.84%
Average Client Assets: $2.1 million
Total Client Accounts: 1,139
Discretionary Accounts: 1,139
Regulatory Filings
CRD Number: 151715
Filing ID: 1743194
Last Filing Date: 2023-03-30 13:44:00